SBI Okasan Asset Management Co.Ltd. historic quarter change: Foreign Funds, Reduced
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), over 2 quarters from 2025-12-31 to 2026-06-30, SBI Okasan Asset Management Co.Ltd. opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1535128), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-22); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-28). 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 2025-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| TOYOTA MOTOR CORP/ | Japan | $2.441B | 5 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | United States | $2.439B | 604 |
| Quantbot Technologies LP | United States | $2.444B | 1,650 |
| Ruffer LLP | United Kingdom | $2.444B | 176 |
| Krane Funds Advisors LLC | United States | $2.435B | 173 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | United States | $2.435B | 787 |
| GHP Investment Advisors, Inc. | United States | $2.430B | 1,637 |
| BIP Wealth, LLC | United States | $2.459B | 453 |
| BLB&B Advisors, LLC | United States | $2.421B | 384 |
| Purpose Unlimited Inc. | Canada | $2.420B | 827 |