Bell Investment Advisors, Inc historic quarter change: USA Other Stocks, Reduced
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, Bell Investment Advisors, Inc opened 44 positions, added to 77, reduced 74 and sold out of 150.
- Q1 2026: Stock MAREX GROUP PLC; Country of operation —; Class ORD; Shares before 117.
- Q3 2025: Stock PINNACLE FINL PARTNERS INC; Country of operation United States; Class COM; Shares before 39.
- Q3 2025: Stock AMCOR PLC; Country of operation —; Class ORD; Shares before 359.
- Q2 2025: Stock PREMIER INC; Country of operation United States; Class CL A; Shares before 68.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1890149), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-17); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-24); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-21); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-16); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-07); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-08); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-08). 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 2021-09-30.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q1 2026 | MAREX GROUP PLC
CUSIP G5S37H101 | | ORD | 117 | 21 | -96 | $4,489 | $937 | -$3,552 | 2026-04-17 |
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| Q3 2025 | PINNACLE FINL PARTNERS INC
CUSIP 72346Q104 | United States | COM | 39 | 34 | -5 | $4,306 | $3,189 | -$1,117 | 2025-11-21 |
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| Q3 2025 | AMCOR PLC
CUSIP G0250X107 | | ORD | 359 | 304 | -55 | $3,300 | $2,487 | -$813 | 2025-11-21 |
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| Q2 2025 | PREMIER INC
CUSIP 74051N102 | United States | CL A | 68 | 22 | -46 | $1,312 | $483 | -$829 | 2025-08-11 |
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| Q2 2025 | MAREX GROUP PLC
CUSIP G5S37H101 | | ORD | 152 | 117 | -35 | $5,369 | $4,618 | -$751 | 2025-08-11 |
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| Q2 2025 | CHAMPIONX CORPORATION
CUSIP 15872M104 | United States | COM | 43 | 23 | -20 | $1,282 | $572 | -$710 | 2025-08-11 |
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| Q2 2025 | JUNIPER NETWORKS INC
CUSIP 48203R104 | United States | COM | 306 | 293 | -13 | $11,075 | $11,700 | +$625 | 2025-08-11 |
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| Q2 2025 | ENSTAR GROUP LIMITED
CUSIP G3075P101 | | SHS | 41 | 39 | -2 | $13,628 | $13,119 | -$509 | 2025-08-11 |
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| Q2 2025 | ANSYS INC
CUSIP 03662Q105 | United States | COM | 45 | 42 | -3 | $14,246 | $14,752 | +$506 | 2025-08-11 |
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| Q2 2025 | SPRINGWORKS THERAPEUTICS INC
CUSIP 85205L107 | | COM | 40 | 28 | -12 | $1,766 | $1,316 | -$450 | 2025-08-11 |
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| Q2 2025 | WALGREENS BOOTS ALLIANCE INC
CUSIP 931427108 | United States | COM | 220 | 176 | -44 | $2,458 | $2,021 | -$437 | 2025-08-11 |
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| Q1 2025 | WOLFSPEED INC
CUSIP 977852102 | United States | COM | 225 | 11 | -214 | $1,499 | $34 | -$1,465 | 2025-05-16 |
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| Q1 2025 | VIPER ENERGY INC
CUSIP 927959106 | United States | CL A | 40 | 20 | -20 | $1,963 | $903 | -$1,060 | 2025-05-16 |
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| Q1 2025 | DISCOVER FINL SVCS
CUSIP 254709108 | United States | COM | 71 | 66 | -5 | $12,300 | $11,267 | -$1,033 | 2025-05-16 |
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| Q1 2025 | PREMIER INC
CUSIP 74051N102 | United States | CL A | 77 | 68 | -9 | $1,633 | $1,312 | -$321 | 2025-05-16 |
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| Q4 2024 | JUNIPER NETWORKS INC
CUSIP 48203R104 | United States | COM | 393 | 278 | -115 | $15,320 | $10,412 | -$4,908 | 2025-02-07 |
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| Q4 2024 | SUMMIT MATLS INC
CUSIP 86614U100 | United States | CL A | 420 | 387 | -33 | $16,393 | $19,583 | +$3,190 | 2025-02-07 |
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| Q4 2024 | UNITED STATES STL CORP NEW
CUSIP 912909108 | United States | COM | 166 | 86 | -80 | $5,865 | $2,924 | -$2,941 | 2025-02-07 |
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| Q4 2024 | WALGREENS BOOTS ALLIANCE INC
CUSIP 931427108 | United States | COM | 489 | 217 | -272 | $4,382 | $2,025 | -$2,357 | 2025-02-07 |
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| Q4 2024 | GOLDEN OCEAN GROUP LTD
CUSIP G39637205 | | SHS NEW | 383 | 309 | -74 | $5,125 | $2,769 | -$2,356 | 2025-02-07 |
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| Q4 2024 | SITIO ROYALTIES CORP
CUSIP 82983N108 | United States | CLASS A COM | 133 | 25 | -108 | $2,772 | $480 | -$2,292 | 2025-02-07 |
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| Q4 2024 | DISCOVER FINL SVCS
CUSIP 254709108 | United States | COM | 74 | 71 | -3 | $10,382 | $12,300 | +$1,918 | 2025-02-07 |
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| Q4 2024 | ASPEN TECHNOLOGY INC
CUSIP 29109X106 | United States | COM | 20 | 12 | -8 | $4,777 | $2,996 | -$1,781 | 2025-02-07 |
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| Q4 2024 | BERRY GLOBAL GROUP INC
CUSIP 08579W103 | United States | COM | 50 | 28 | -22 | $3,399 | $1,811 | -$1,588 | 2025-02-07 |
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| Q4 2024 | PREMIER INC
CUSIP 74051N102 | United States | CL A | 156 | 77 | -79 | $3,120 | $1,633 | -$1,487 | 2025-02-07 |
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| Q4 2024 | ANSYS INC
CUSIP 03662Q105 | United States | COM | 48 | 42 | -6 | $15,295 | $14,168 | -$1,127 | 2025-02-07 |
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| Q4 2024 | CUSHMAN WAKEFIELD PLC
CUSIP G2717B108 | | SHS | 260 | 208 | -52 | $3,544 | $2,721 | -$823 | 2025-02-07 |
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| Q4 2024 | HESS CORP
CUSIP 42809H107 | United States | COM | 47 | 43 | -4 | $6,383 | $5,720 | -$663 | 2025-02-07 |
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| Q4 2024 | SMARTSHEET INC
CUSIP 83200N103 | United States | COM CL A | 26 | 14 | -12 | $1,440 | $785 | -$655 | 2025-02-07 |
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| Q4 2024 | ARCH RESOURCES INC
CUSIP 03940R107 | United States | CL A | 21 | 17 | -4 | $2,902 | $2,401 | -$501 | 2025-02-07 |
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| Q4 2024 | CONSOL ENERGY INC NEW
CUSIP 20854L108 | United States | COM | 57 | 53 | -4 | $5,966 | $5,655 | -$311 | 2025-02-07 |
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| Q3 2024 | SUPER MICRO COMPUTER INC
CUSIP 86800U104 | United States | COM | 58 | 47 | -11 | $47,523 | $19,571 | -$27,952 | 2024-11-13 |
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| Q3 2024 | AVANGRID INC
CUSIP 05351W103 | United States | COM | 745 | 627 | -118 | $26,470 | $22,441 | -$4,029 | 2024-11-13 |
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| Q3 2024 | ANSYS INC
CUSIP 03662Q105 | United States | COM | 55 | 48 | -7 | $17,683 | $15,295 | -$2,388 | 2024-11-13 |
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| Q3 2024 | LIONS GATE ENTMNT CORP
CUSIP 535919500 | | CL B NON VTG | 892 | 851 | -41 | $7,645 | $5,889 | -$1,756 | 2024-11-13 |
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| Q3 2024 | PATTERSON COS INC
CUSIP 703395103 | United States | COM | 172 | 127 | -45 | $4,149 | $2,774 | -$1,375 | 2024-11-13 |
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| Q3 2024 | APTIV PLC
CUSIP G6095L109 | | SHS | 36 | 19 | -17 | $2,536 | $1,369 | -$1,167 | 2024-11-13 |
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| Q3 2024 | ARISTA NETWORKS INC
CUSIP 040413106 | United States | COM | 147 | 137 | -10 | $51,521 | $52,584 | +$1,063 | 2024-11-13 |
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| Q3 2024 | SOUTHWESTERN ENERGY CO
CUSIP 845467109 | United States | COM | 672 | 487 | -185 | $4,523 | $3,463 | -$1,060 | 2024-11-13 |
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| Q3 2024 | UNITED STATES STL CORP NEW
CUSIP 912909108 | United States | COM | 181 | 166 | -15 | $6,842 | $5,865 | -$977 | 2024-11-13 |
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| Q3 2024 | PREMIER INC
CUSIP 74051N102 | United States | CL A | 210 | 156 | -54 | $3,921 | $3,120 | -$801 | 2024-11-13 |
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| Q3 2024 | HESS CORP
CUSIP 42809H107 | United States | COM | 48 | 47 | -1 | $7,081 | $6,383 | -$698 | 2024-11-13 |
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| Q3 2024 | ALIGHT INC
CUSIP 01626W101 | United States | COM CL A | 135 | 62 | -73 | $997 | $459 | -$538 | 2024-11-13 |
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| Q3 2024 | CATALENT INC
CUSIP 148806102 | United States | COM | 39 | 32 | -7 | $2,193 | $1,939 | -$254 | 2024-11-13 |
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| Q3 2024 | ENSTAR GROUP LIMITED
CUSIP G3075P101 | | SHS | 27 | 25 | -2 | $8,254 | $8,040 | -$214 | 2024-11-13 |
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| Q3 2024 | AMEDISYS INC
CUSIP 023436108 | United States | COM | 104 | 97 | -7 | $9,548 | $9,362 | -$186 | 2024-11-13 |
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| Q3 2024 | BERRY GLOBAL GROUP INC
CUSIP 08579W103 | United States | COM | 59 | 50 | -9 | $3,473 | $3,399 | -$74 | 2024-11-13 |
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| Q3 2024 | QIAGEN NV
CUSIP N72482149 | | SHS NEW | 108 | 96 | -12 | $4,438 | $4,375 | -$63 | 2024-11-13 |
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| Q2 2024 | AVANGRID INC
CUSIP 05351W103 | United States | COM | 863 | 745 | -118 | $31,448 | $26,470 | -$4,978 | 2024-08-08 |
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| Q2 2024 | WALGREENS BOOTS ALLIANCE INC
CUSIP 931427108 | United States | COM | 193 | 169 | -24 | $4,187 | $2,045 | -$2,142 | 2024-08-08 |
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| Q2 2024 | ANSYS INC
CUSIP 03662Q105 | United States | COM | 57 | 55 | -2 | $19,789 | $17,683 | -$2,106 | 2024-08-08 |
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| Q2 2024 | BROOKFIELD RENEWABLE CORP
CUSIP 11284V105 | | CL A SUB VTG | 216 | 140 | -76 | $5,308 | $3,974 | -$1,334 | 2024-08-08 |
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| Q2 2024 | APTIV PLC
CUSIP G6095L109 | | SHS | 47 | 36 | -11 | $3,744 | $2,536 | -$1,208 | 2024-08-08 |
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| Q2 2024 | NV5 GLOBAL INC
CUSIP 62945V109 | United States | COM | 15 | 5 | -10 | $1,471 | $465 | -$1,006 | 2024-08-08 |
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| Q2 2024 | GOLDEN OCEAN GROUP LTD
CUSIP G39637205 | | SHS NEW | 479 | 383 | -96 | $6,208 | $5,286 | -$922 | 2024-08-08 |
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| Q2 2024 | NEW YORK CMNTY BANCORP INC
CUSIP 649445103 | United States | COM | 480 | 218 | -262 | $1,546 | $702 | -$844 | 2024-08-08 |
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| Q2 2024 | JUNIPER NETWORKS INC
CUSIP 48203R104 | United States | COM | 407 | 393 | -14 | $15,084 | $14,329 | -$755 | 2024-08-08 |
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| Q2 2024 | ASPEN TECHNOLOGY INC
CUSIP 29109X106 | United States | COM | 22 | 20 | -2 | $4,693 | $3,973 | -$720 | 2024-08-08 |
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| Q2 2024 | WOLFSPEED INC
CUSIP 977852102 | United States | COM | 44 | 31 | -13 | $1,298 | $706 | -$592 | 2024-08-08 |
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| Q2 2024 | AMCOR PLC
CUSIP G0250X107 | | ORD | 113 | 56 | -57 | $1,075 | $548 | -$527 | 2024-08-08 |
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| Q2 2024 | EXPRO GROUP HOLDINGS NV
CUSIP N3144W105 | | COM | 154 | 128 | -26 | $3,076 | $2,934 | -$142 | 2024-08-08 |
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| Q1 2024 | LAM RESEARCH CORP
CUSIP 512807108 | United States | COM | 40 | 39 | -1 | $31,331 | $37,892 | +$6,561 | 2024-05-08 |
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| Q1 2024 | NEW YORK CMNTY BANCORP INC
CUSIP 649445103 | United States | COM | 545 | 480 | -65 | $5,576 | $1,546 | -$4,030 | 2024-05-08 |
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| Q1 2024 | SITIO ROYALTIES CORP
CUSIP 82983N108 | United States | CLASS A COM | 188 | 95 | -93 | $4,420 | $2,349 | -$2,071 | 2024-05-08 |
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| Q1 2024 | CONSOL ENERGY INC NEW
CUSIP 20854L108 | United States | COM | 54 | 45 | -9 | $5,429 | $3,770 | -$1,659 | 2024-05-08 |
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| Q1 2024 | INARI MED INC
CUSIP 45332Y109 | United States | COM | 25 | 7 | -18 | $1,623 | $336 | -$1,287 | 2024-05-08 |
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| Q1 2024 | BROOKFIELD RENEWABLE CORP
CUSIP 11284V105 | | CL A SUB VTG | 225 | 216 | -9 | $6,478 | $5,308 | -$1,170 | 2024-05-08 |
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| Q1 2024 | GINKGO BIOWORKS HOLDINGS INC
CUSIP 37611X100 | United States | CL A SHS | 713 | 316 | -397 | $1,205 | $367 | -$838 | 2024-05-08 |
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| Q1 2024 | GATES INDL CORP PLC
CUSIP G39108108 | | ORD SHS | 308 | 273 | -35 | $4,134 | $4,835 | +$701 | 2024-05-08 |
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| Q1 2024 | DUPONT DE NEMOURS INC
CUSIP 26614N102 | United States | COM | 119 | 112 | -7 | $9,155 | $8,588 | -$567 | 2024-05-08 |
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| Q1 2024 | PREMIER INC
CUSIP 74051N102 | United States | CL A | 220 | 201 | -19 | $4,920 | $4,443 | -$477 | 2024-05-08 |
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| Q1 2024 | ENDEAVOR GROUP HLDGS INC
CUSIP 29260Y109 | United States | CL A COM | 76 | 56 | -20 | $1,804 | $1,441 | -$363 | 2024-05-08 |
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| Q1 2024 | MARATHON OIL CORP
CUSIP 565849106 | United States | COM | 90 | 88 | -2 | $2,175 | $2,494 | +$319 | 2024-05-08 |
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| Q1 2024 | EQUITRANS MIDSTREAM CORP
CUSIP 294600101 | United States | COM | 171 | 162 | -9 | $1,741 | $2,024 | +$283 | 2024-05-08 |
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