AA Financial Advisors, LLC historic quarter change: USA Other Stocks, Sold out
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, AA Financial Advisors, LLC opened 2 positions, added to 2, reduced 0 and sold out of 3.
- Q2 2025: Stock DISCOVER FINL SVCS; Country of operation United States; Class COM; Shares before 1,770.
- Q3 2024: Stock BLACKROCK INC; Country of operation United States; Class COM; Shares before 707.
- Q2 2024: Stock SUMMIT FINL GROUP INC; Country of operation United States; Class COM; Shares before 61,801.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2016899), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-20); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-21); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-14); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-17); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-23); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-18); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-16); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-03). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| LaSalle St. Investment Advisors, LLC | United States | $0.710B | 411 |
| GREENUP STREET WEALTH MANAGEMENT LLC | United States | $0.710B | 127 |
| DEAN INVESTMENT ASSOCIATES, LLC | United States | $0.710B | 190 |
| Sixth Street Partners Management Company, L.P. | United States | $0.711B | 9 |
| Lee Financial Co | United States | $0.709B | 211 |
| Cypress Wealth Services, LLC | United States | $0.708B | 397 |
| PERSONAL CFO SOLUTIONS, LLC | United States | $0.712B | 520 |
| Asio Capital, LLC | United States | $0.712B | 110 |
| Alvarez & Marsal Private Wealth Partners, LLC | United States | $0.712B | 177 |
| Defilade Capital Management, L.P. | United States | $0.712B | 31 |