Advertisement
Screener

BRADLEY FOSTER & SARGENT INC/CT Last Quarter Change: Foreign Funds, New

BRADLEY FOSTER & SARGENT INC/CT quarter change: Foreign Funds, New

In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, BRADLEY FOSTER & SARGENT INC/CT opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 1015086): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-14). 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; share change is the position change.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
CONFLUENCE INVESTMENT MANAGEMENT LLCUnited States$6.441B414
Gradient Investments LLCUnited States$6.455B420
RiverFront Investment Group, LLCUnited States$6.464B384
PGIM Custom Harvest LLCUnited States$6.404B276
HARBOUR INVESTMENTS, INC.United States$6.479B4,673
Bleakley Financial Group, LLCUnited States$6.392B760
Ethic Inc.United States$6.385B1,246
TENOR CAPITAL MANAGEMENT Co., L.P.United States$6.492B501
Glenview Trust CoUnited States$6.367B791
Evercore Wealth Management, LLCUnited States$6.360B722