Brown Financial Advisors historic quarter change: Foreign Stocks, Sold out
In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 8 quarters from 2024-06-30 to 2026-06-30, Brown Financial Advisors opened 25 positions, added to 6, reduced 19 and sold out of 12.
- Q3 2024: Stock TSM; Country of operation —; Class SPONSORED ADS; Shares before 11.
- Q3 2024: Stock SMFG; Country of operation —; Class SPONSORED ADR; Shares before 141.
- Q3 2024: Stock HSBC; Country of operation —; Class SPON ADR NEW; Shares before 39.
- Q3 2024: Stock SHEL; Country of operation —; Class SPON ADS; Shares before 23.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2035548), 8 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-26); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-15); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-12); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-04); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-18). 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 2024-06-30.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Silphium Asset Management Ltd | United Kingdom | $0.264B | 52 |
| S SQUARED TECHNOLOGY, LLC | United States | $0.264B | 35 |
| Saiph Capital, LLC | United States | $0.264B | 76 |
| FIDELIS iM, LLC | United States | $0.264B | 25 |
| Fourth Dimension Wealth, LLC | United States | $0.264B | 634 |
| IMZ Advisory Inc | United States | $0.264B | 39 |
| Zullo Investment Group, Inc. | United States | $0.264B | 158 |
| Ashoka WhiteOak Capital Pte Ltd | Singapore | $0.264B | 18 |
| FWG Holdings, LLC | United States | $0.265B | 125 |
| RETIREMENT CAPITAL STRATEGIES | United States | $0.265B | 62 |