Advertisement
Screener

WINDWARD CAPITAL MANAGEMENT CO /CA Last Quarter Change: Foreign Funds, Unchanged

WINDWARD CAPITAL MANAGEMENT CO /CA quarter change: Foreign Funds, Unchanged

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, WINDWARD CAPITAL MANAGEMENT CO /CA opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 1078635): 2026-03-31 (filed 2026-05-13) and 2026-06-30 (filed 2026-08-07). 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; share change is the position change.

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

Similar Firms

Firm NameCountry13F ValueHoldings
Inspire Advisors, LLCUnited States$1.227B663
INTRUST BANK NAUnited States$1.227B739
Ikarian Capital, LLCUnited States$1.232B161
Magnus Financial Group LLCUnited States$1.232B373
Winthrop Advisory Group LLCUnited States$1.224B283
First Long Island Investors, LLCUnited States$1.232B70
CAMPBELL NEWMAN ASSET MANAGEMENT INCUnited States$1.233B103
PETREDIS INVESTMENT ADVISORS LLCUnited States$1.223B108
Strategy Capital LLCUnited States$1.223B11
Polaris Capital Management, LLCUnited States$1.222B84