Stammdaten
Unternehmen & Branche
| Name | ALBION FINANCIAL GROUP /UT |
|---|---|
| Ticker | |
| CIK | 0001054677 |
Wertpapier & Kennzahlen
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
Externe Quelle: SEC EDGAR »
Insider-Transaktionen (12 Monate) ⓘ
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Fondsaktivität (Vorquartalsvergleich) ⓘ
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| Orion Porfolio Solutions, LLC | 260.560 | 329.716 | -69.156 | 5.057.577 | Reduziert | -21,0% | |
| Garden State Investment Advisory Services LLC | 63.025 | 21.850 | 41.175 | 1.223.340 | Aufgestockt | +188,4% | |
| Crew Capital Management, Ltd | 31.356 | 27.392 | 3.964 | 608.633 | Aufgestockt | +14,5% | |
| SILVER OAK SECURITIES, INCORPORATED | 15.648 | 12.633 | 3.015 | 303.725 | Aufgestockt | +23,9% | |
| Evernest Financial Advisors, LLC | 14.300 | 13.866 | 434 | 290.174 | Aufgestockt | +3,1% | |
| Advisory Services Network, LLC | 10.936 | 0 | 10.936 | 212.272 | Neu | +100,0% | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 61 | 0 | 61 | 1.223 | Neu | +100,0% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Stimmkontrolle | Verlauf |
|---|---|---|---|---|---|---|---|
| Orion Porfolio Solutions, LLC | 260.560 | 329.716 | -21,0% | 5.057.577 | 65,72 | 0 % | 3 Q |
| Garden State Investment Advisory Services LLC | 63.025 | 21.850 | +188,4% | 1.223.340 | 15,90 | 100 % | 2 Q |
| Crew Capital Management, Ltd | 31.356 | 27.392 | +14,5% | 608.633 | 7,91 | 100 % | 4 Q |
| SILVER OAK SECURITIES, INCORPORATED | 15.648 | 12.633 | +23,9% | 303.725 | 3,95 | 0 % | 3 Q |
| Evernest Financial Advisors, LLC | 14.300 | 13.866 | +3,1% | 290.174 | 3,77 | 100 % | 2 Q |
| Advisory Services Network, LLC | 10.936 | 0 | +100,0% | 212.272 | 2,76 | 100 % | 1 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 6 | 0,4 | 8 |
| 31.12.2025 | ✓ | 6 | 0,4 | 8 |
| 30.09.2025 | ✓ | 4 | 0,2 | 4 |
| 30.06.2025 | ✓ | 2 | 0,0 | 1 |
| 31.12.2024 | ✓ | 2 | 0,0 | 0 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| Garden State Investment Advisory Services LLC | 21.850 | 438.099 |
| Evernest Financial Advisors, LLC | 13.866 | 280.298 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 61 | 1.223 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Orion Porfolio Solutions, LLC | 329.716 | 170.778 | +107.4 % | 6.610.907 |
| Crew Capital Management, Ltd | 27.392 | 4.639 | +20.4 % | 549.218 |
| SILVER OAK SECURITIES, INCORPORATED | 12.633 | 558 | +4.6 % | 252.604 |