SageView Advisory Group, LLC quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, SageView Advisory Group, LLC opened 29 positions, added to 90, reduced 196, sold out of 19 and left 12 unchanged. The largest increase in value was DDFD (+$10,205,528); the largest decrease was DDFD (-$10,087,998).
- DDFD: Country of operation —; Class EQUITY DUAL DIRE; Shares 2026-03-31 532,843; Shares 2026-06-30 0.
- HONZZZZ: Country of operation —; Class COM; Shares 2026-03-31 6,488; Shares 2026-06-30 0.
- CBRE: Country of operation United States; Class CL A; Shares 2026-03-31 3,385; Shares 2026-06-30 0.
- ABNB: Country of operation United States; Class COM CL A; Shares 2026-03-31 2,985; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1914558): 2026-03-31 (filed 2026-08-10) and 2026-06-30 (filed 2026-08-10). 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.
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