CUSIP 00775Y652STRATEGAS GBL POSAGPQ4 2025
Aggregate 13F value by quarter
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UpgradeQ4 2025
14 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Baird Financial Group, Inc. | 623.9K | $21.14M | +13.2K | Added |
| 2 | Envestnet Asset Management Inc | 480.3K | $16.27M | +11.7K | Added |
| 3 | Triangle Securities Wealth Management | 74.6K | $2.53M | −2.6K | Reduced |
| 4 | Cambridge Advisors Inc. | 19.4K | $656.3K |
| −190 |
| Reduced |
| 5 | Archford Capital Strategies, LLC | 14.4K | $489.1K | +364 | Added |
| 6 | Fiduciary Trust Co | 13.4K | $454.7K | 0 | Held |
| 7 | Jaffetilchin Investment Partners, LLC | 13.3K | $451.6K | +413 | Added |
| 8 | Kestra Advisory Services, LLC | 2.7K | $91.9K | +2.7K | New |
| 9 | Allworth Financial LP | 650 | $22.0K | +650 | New |
| 10 | Parallel Advisors, LLC | 500 | $16.9K | 0 | Held |
See every fund holding Advisors Inner Circle Fd III, with full quarter-over-quarter share changes.
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