Stammdaten
Unternehmen & Branche
| Name | KANAWHA CAPITAL MANAGEMENT LLC |
|---|---|
| Ticker | |
| CIK | 0001164478 |
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 |
|---|---|---|---|---|---|---|---|
| Kohmann Bosshard Financial Services, LLC | 30.198.837 | 0 | 30.198.837 | 30.198.837 | Neu | +100,0% | |
| Financially Speaking Inc | 2.496.289 | 0 | 2.496.289 | 2.496.289 | Neu | +100,0% | |
| Keystone Financial Group | 2.282.625 | 0 | 2.282.625 | 2.282.625 | Neu | +100,0% | |
| Financial Gravity Asset Management, Inc. | 2.236.011 | 0 | 2.236.011 | 2.236.011 | Neu | +100,0% | |
| RFP Financial Group LLC | 2.033.131 | 0 | 2.033.131 | 2.033.131 | Neu | +100,0% | |
| Jackson Wealth Management, LLC | 1.707.933 | 1.387.259 | 320.674 | 1.708.000 | Aufgestockt | +23,1% | |
| Fortune Financial Group, Inc. | 497.075 | 497.480 | -405 | 497.075 | Reduziert | -0,1% | |
| Legacy Private Trust Co. | 10.500.000 | 0 | 10.500.000 | 15.750 | Neu | +100,0% | |
| Main Management LLC | 12.982.212 | 12.494.243 | 487.969 | 12.982 | Aufgestockt | +3,9% | |
| Coston, McIsaac & Partners | 7.003.403 | 6.792.317 | 211.086 | 7.003 | Aufgestockt | +3,1% | |
| CHICKASAW CAPITAL MANAGEMENT LLC | 4.250 | 4.250 | 0 | 421 | Unverändert | 0,0% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Verlauf |
|---|---|---|---|---|---|---|
| Keystone Financial Group | 2.282.625 | 0 | +100,0% | 2.282.625 | 50,63 | 2 Q |
| Jackson Wealth Management, LLC | 1.707.933 | 1.387.259 | +23,1% | 1.708.000 | 37,89 | 11 Q |
| Fortune Financial Group, Inc. | 497.075 | 497.480 | -0,1% | 497.075 | 11,03 | 2 Q |
| Main Management LLC | 12.982.212 | 12.494.243 | +3,9% | 12.982 | 0,29 | 9 Q |
| Coston, McIsaac & Partners | 7.003.403 | 6.792.317 | +3,1% | 7.003 | 0,16 | 5 Q |
| CHICKASAW CAPITAL MANAGEMENT LLC | 4.250 | 4.250 | 0,0% | 421 | 0,01 | 17 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 7 | 42,1 | 22 |
| 31.12.2025 | ✓ | 10 | 68,6 | 38 |
| 30.09.2025 | ✓ | 11 | 55,1 | 25 |
| 30.06.2025 | ✓ | 9 | 42,8 | 13 |
| 31.03.2025 | ✓ | 9 | 53,7 | 24 |
| 31.12.2024 | ✓ | 8 | 41,2 | 6 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| RFP Financial Group LLC | 2.033.131 | 2.033.131 |
| Fortune Financial Group, Inc. | 497.480 | 600 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Kohmann Bosshard Financial Services, LLC | 30.198.837 | 20.083.369 | +198.5 % | 30.198.837 |
| Coston, McIsaac & Partners | 6.792.317 | 646.331 | +10.5 % | 6.792 |
| Financial Gravity Asset Management, Inc. | 2.236.011 | 16.662 | +0.8 % | 2.236.011 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Main Management LLC | 12.494.243 | -1.328.745 | -9.6 % | 12.494 |
| Jackson Wealth Management, LLC | 1.387.259 | -103.194 | -6.9 % | 1.387.000 |
| Financially Speaking Inc | 2.496.289 | -11.745 | -0.5 % | 2.496.289 |