Stiles Financial Services Inc historic quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Stiles Financial Services Inc opened 31 positions, added to 47, reduced 42 and sold out of 24.
- Q1 2026: Stock BKLC; Country of operation —; Class US LRG CP CORE; Shares before 17,552.
- Q1 2026: Stock QQQ; Country of operation —; Class UNIT SER 1; Shares before 2,622.
- Q1 2026: Stock BKAG; Country of operation —; Class CORE BOND ETF; Shares before 30,916.
- Q1 2026: Stock AFIX; Country of operation —; Class BROAD MARKET COR; Shares before 37,792.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1904832), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-12); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-30); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-03); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-30); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-24); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-22); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-28); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-31); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-01); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-30). 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 2021-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| HARMONY ASSET MANAGEMENT LLC | United States | $0.327B | 195 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | $0.327B | 26 | |
| Menlo Ventures Management, L.P. | United States | $0.327B | 3 |
| Aft, Forsyth & Sober, LLC | United States | $0.328B | 62 |
| Your Advocates Ltd., LLP | United States | $0.328B | 233 |
| Bastion Asset Management Inc. | Canada | $0.328B | 65 |
| JCIC Asset Management Inc. | Canada | $0.326B | 113 |
| KING STREET CAPITAL MANAGEMENT, L.P. | United States | $0.328B | 11 |
| RESTON WEALTH MANAGEMENT LLC | United States | $0.326B | 62 |
| J. H. Whitney Equity Partners VI, LLC | United States | $0.326B | 1 |