CHICAGO TRUST Co NA historic quarter change: USA Funds, Sold out
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), over 16 quarters from 2015-03-31 to 2026-06-30, CHICAGO TRUST Co NA opened 2 positions, added to 0, reduced 1 and sold out of 2.
- Q1 2026: Stock SMITH & ASSOCIATES FINANCIAL FUND; Country of operation —; Class COM; Shares before 9.
- Q4 2024: Stock BELDORE CAPITAL FUND LLC; Country of operation —; Class COM; Shares before 4,885.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1601539), 16 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-16); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-24); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-10); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-10); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-11); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-12); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-12); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-08); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-08); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-08); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-14); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-07). 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 2015-03-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Strategic Global Advisors, LLC | United States | $0.625B | 142 |
| XY Planning Network, Inc. | United States | $0.626B | 273 |
| LJI Wealth Management, LLC | United States | $0.626B | 194 |
| DSG Capital Advisors, LLC | United States | $0.625B | 123 |
| SPRUCEGROVE INVESTMENT MANAGEMENT LTD | Canada | $0.625B | 42 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | United States | $0.625B | 176 |
| Marshall Financial Group, LLC | United States | $0.625B | 293 |
| Annis Gardner Whiting Capital Advisors, LLC | United States | $0.625B | 1,330 |
| Madison Wealth Partners, Inc | United States | $0.627B | 220 |
| Kinsale Capital Group, Inc. | United States | $0.624B | 41 |