CUSIP 83013Q889COMQ3 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ3 2025
9 funds hold this security · Q3 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ubs Group AG | 78.2K | $181.5K | +72.4K | Added |
| 2 | Morgan Stanley | 5.0K | $11.6K | 0 | Held |
| 3 | Citigroup Inc | 2.8K | $6.5K | +2.8K | New |
| 4 | Jones Financial Companies Lllp | 1.0K | $2.2K |
| New |
| 5 | Bank Of America Corp /De/ | 200 | $464 | 0 | Held |
| 6 | Osaic Holdings, Inc. | 100 | $306 | 0 | Held |
| 7 | Sbi Securities Co., Ltd. | 53 | $123 | +43 | Added |
| 8 | Bernard Wealth Management Corp. | 30 | $70 | 0 | Held |
| 9 | Concord Wealth Partners | 6 | $14 | 0 | Held |