Advertisement
Screener

Strategic Financial Services, Inc. Last Quarter Change: Foreign Funds, Sold Out

Strategic Financial Services, Inc. quarter change: Foreign Funds, Sold out

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), from the quarter ended 2026-03-31 to 2026-06-30, Strategic Financial Services, Inc. opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 1432539): 2026-03-31 (filed 2026-05-08) and 2026-06-30 (filed 2026-08-24). 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.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
Blue Whale Capital LLPUnited Kingdom$2.103B26
CENTAURUS FINANCIAL, INC.United States$2.104B1,058
Hardman Johnston Global Advisors LLCUnited States$2.105B73
KINGSWOOD WEALTH ADVISORS, LLCUnited States$2.107B924
Index Venture Associates VI LtdJersey$2.109B3
Analog Century Management LPUnited States$2.094B25
Integral Health Asset Management, LLCUnited States$2.091B90
Klingman & Associates, LLCUnited States$2.089B332
CSS LLC/ILUnited States$2.088B961
NEW SOUTH CAPITAL MANAGEMENT INCUnited States$2.087B75