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Sonata Capital Group Inc

SONATA CAPITAL GROUP INC
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Ticker–Börse–
ISIN–CIK0001172036
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Unternehmen & Branche

NameSONATA CAPITAL GROUP INC
Ticker
CIK0001172036

Wertpapier & Kennzahlen

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ISIN–
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Externe Quelle: SEC EDGAR »

Insider-Transaktionen (12 Monate) ⓘ

Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.

Fondsaktivität (Vorquartalsvergleich) ⓘ

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
BANK OF AMERICA CORP /DE/28.211.13928.520.402-309.263794.301.545Reduziert-1,1%
MORGAN STANLEY16.195.91616.945.906-749.990627.175.457Reduziert-4,4%
LPL Financial LLC10.482.55210.847.302-364.750393.367.727Reduziert-3,4%
MERCER GLOBAL ADVISORS INC /ADV14.996.95621.085.519-6.088.563377.910.677Reduziert-28,9%
Lido Advisors, LLC11.253.9727.111.1164.142.856293.155.593Aufgestockt+58,3%
BlackRock, Inc.5.165.4331.712.3093.453.124252.444.068Aufgestockt+201,7%
UBS Group AG6.782.2776.034.487747.790221.317.526Aufgestockt+12,4%
RAYMOND JAMES FINANCIAL INC6.882.1377.237.383-355.246205.673.800Reduziert-4,9%
HM PAYSON & CO7.138.7516.573.465565.286176.258.113Aufgestockt+8,6%
WELLS FARGO & COMPANY/MN5.429.9245.600.954-171.030172.941.742Reduziert-3,1%
AMERIPRISE FINANCIAL INC4.768.4124.768.524-112166.406.188Reduziert0,0%
Phoenix Financial Ltd.2.818.8001.322.8001.496.000158.360.184Aufgestockt+113,1%
HighTower Advisors, LLC5.404.0205.498.330-94.310145.318.427Reduziert-1,7%
Bank Julius Baer & Co. Ltd, Zurich2.255.6562.269.856-14.200126.722.764Reduziert-0,6%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO3.696.2074.501.900-805.693124.154.171Reduziert-17,9%
Capital Investment Advisors, LLC4.539.8244.363.534176.290114.354.300Aufgestockt+4,0%
ROYAL BANK OF CANADA3.726.0273.656.45069.577111.132.000Aufgestockt+1,9%
Sound View Wealth Advisors Group, LLC4.130.3784.003.878126.500102.585.176Aufgestockt+3,2%
PROVIDA PENSION FUND ADMINISTRATOR1.670.73701.670.737100.361.172Neu+100,0%
Kathmere Capital Management, LLC3.875.7023.671.425204.27797.028.261Aufgestockt+5,6%
SUSQUEHANNA INTERNATIONAL GROUP, LLP1.754.5711.847.385-92.81492.993.831Reduziert-5,0%
COMMONWEALTH EQUITY SERVICES, LLC3.309.7233.123.831185.89291.769.759Aufgestockt+6,0%
NewEdge Advisors, LLC3.587.8323.479.425108.40790.296.736Aufgestockt+3,1%
CAPITAL ADVISORS INC/OK3.532.9343.303.535229.39989.489.207Aufgestockt+6,9%
US BANCORP \DE\3.488.2423.603.365-115.12388.049.991Reduziert-3,2%
HOWLAND CAPITAL MANAGEMENT LLC3.399.0873.374.94224.14584.815.962Aufgestockt+0,7%
CAPTRUST FINANCIAL ADVISORS2.856.7884.057.862-1.201.07476.290.822Reduziert-29,6%
Korea Investment CORP1.330.748520.205810.54374.761.423Aufgestockt+155,8%
Gratus Wealth Advisors, LLC2.868.6732.737.953130.72071.032.302Aufgestockt+4,8%
Alberta Investment Management Corp1.239.3801.239.380069.628.368Unverändert0,0%
MEITAV INVESTMENT HOUSE LTD1.240.736914.959325.77767.679.082Aufgestockt+35,6%
GOLDMAN SACHS GROUP INC964.717333.010631.70760.810.609Aufgestockt+189,7%
SIGMA INVESTMENT COUNSELORS INC2.436.1642.454.744-18.58060.689.628Reduziert-0,8%
STIFEL FINANCIAL CORP1.989.8871.870.629119.25859.367.723Aufgestockt+6,4%
Focus Partners Wealth2.016.5451.953.12763.41857.448.179Aufgestockt+3,2%
RVW Wealth, LLC2.303.5502.410.797-107.24757.244.779Reduziert-4,4%
SPX Gestao de Recursos Ltda972.0000972.00054.606.960Neu+100,0%
Cetera Investment Advisers1.354.4131.163.236191.17754.587.549Aufgestockt+16,4%
Wharton Business Group, LLC1.121.7821.121.57720553.806.764Aufgestockt0,0%
Stratos Wealth Partners, LTD.1.949.2351.834.239114.99653.730.012Aufgestockt+6,3%
Kestra Advisory Services, LLC2.024.7361.639.018385.71853.419.929Aufgestockt+23,5%
LBMC INVESTMENT ADVISORS, LLC2.095.5331.991.171104.36253.181.219Aufgestockt+5,2%
Clearstead Advisors, LLC2.072.8122.027.15045.66252.834.175Aufgestockt+2,3%
Jordan Park Group LLC2.970.936722.2062.248.73052.136.236Aufgestockt+311,4%
Hancock Prospecting Pty Ltd1.055.1901.055.190049.097.991Unverändert0,0%
Nipun Capital, L.P.837.800837.60020047.067.604Aufgestockt0,0%
HENGEHOLD CAPITAL MANAGEMENT LLC1.853.2541.828.17725.07747.025.164Aufgestockt+1,4%
TRUIST FINANCIAL CORP1.765.4821.713.47852.00447.011.775Aufgestockt+3,0%
OSAIC HOLDINGS, INC.1.092.3361.282.843-190.50746.192.344Reduziert-14,9%
ENVESTNET ASSET MANAGEMENT INC1.433.534467.177966.35745.539.262Aufgestockt+206,9%

Top-Fondshalter (Stand: 31.03.2026) ⓘ

FondsAnteileVorquartal (Stk)ΔWert (USD)Anteil (%)Verlauf
BANK OF AMERICA CORP /DE/28.211.13928.520.402-1,1%794.301.5457,3814 Q
MORGAN STANLEY16.195.91616.945.906-4,4%627.175.4575,8317 Q
LPL Financial LLC10.482.55210.847.302-3,4%393.367.7273,6617 Q
MERCER GLOBAL ADVISORS INC /ADV14.996.95621.085.519-28,9%377.910.6773,5117 Q
Lido Advisors, LLC11.253.9727.111.116+58,3%293.155.5932,7213 Q
BlackRock, Inc.5.165.4331.712.309+201,7%252.444.0682,357 Q
UBS Group AG6.782.2776.034.487+12,4%221.317.5262,0617 Q
RAYMOND JAMES FINANCIAL INC6.882.1377.237.383-4,9%205.673.8001,916 Q
HM PAYSON & CO7.138.7516.573.465+8,6%176.258.1131,6417 Q
WELLS FARGO & COMPANY/MN5.429.9245.600.954-3,1%172.941.7421,6117 Q
AMERIPRISE FINANCIAL INC4.768.4124.768.5240,0%166.406.1881,5517 Q
Phoenix Financial Ltd.2.818.8001.322.800+113,1%158.360.1841,4712 Q
HighTower Advisors, LLC5.404.0205.498.330-1,7%145.318.4271,3517 Q
Bank Julius Baer & Co. Ltd, Zurich2.255.6562.269.856-0,6%126.722.7641,1816 Q
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO3.696.2074.501.900-17,9%124.154.1711,1517 Q
Capital Investment Advisors, LLC4.539.8244.363.534+4,0%114.354.3001,0617 Q
ROYAL BANK OF CANADA3.726.0273.656.450+1,9%111.132.0001,0317 Q
Sound View Wealth Advisors Group, LLC4.130.3784.003.878+3,2%102.585.1760,9517 Q
Kathmere Capital Management, LLC3.875.7023.671.425+5,6%97.028.2610,9017 Q
SUSQUEHANNA INTERNATIONAL GROUP, LLP1.754.5711.847.385-5,0%92.993.8310,8617 Q

Halter-Trend (6 Quartale)

PeriodeStatusHalterAnteile (Mio)Wert (Mio $)
31.03.2026✓1.091354,310.900
31.12.2025✓1.090367,711.855
30.09.2025✓1.044461,014.420
30.06.2025✓980413,311.440
31.03.2025✓966435,211.614
31.12.2024✓919422,211.747

Top 10 Neueinsteiger

FondsAnteileWert (USD) ⓘ
Temasek Holdings (Private) Ltd744.80744.740.556
EP Wealth Advisors, LLC722.31818.905.332
BROWN ADVISORY INC304.29914.661.126
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC182.68010.973.588
Fosun International Ltd174.00010.452.180
PFG Private Wealth Management, LLC361.3459.172.440
NISSAY ASSET MANAGEMENT CORP /JAPAN151.3799.093.337
Parkway Wealth Management Group, LLC273.8996.993.535
Breachway Investments LLC250.7166.226.331
Twin Cities Retirement Group LLC231.7145.854.540

Top 10 Aufstocker

FondsAnteileΔ Anteile ⓘΔ % ⓘWert (USD) ⓘ
MERCER GLOBAL ADVISORS INC /ADV21.085.51910.576.467+100.6 %534.993.618
Rossmore Private Capital1.722.5061.497.694+666.2 %43.996.928
BlackRock, Inc.1.712.309937.131+120.9 %77.342.569
Phoenix Financial Ltd.1.322.800822.800+164.6 %79.460.596
ASSETMARK, INC920.491626.592+213.2 %39.869.024
OLD MISSION CAPITAL LLC1.336.823598.508+81.1 %80.302.957
OneDigital Investment Advisors LLC730.864587.896+411.2 %18.940.661
CAPTRUST FINANCIAL ADVISORS4.057.862487.182+13.6 %104.468.987
IFS Advisors, LLC936.131468.903+100.4 %22.682.458
Bank Julius Baer & Co. Ltd, Zurich2.269.856406.236+21.8 %136.350.274

Top 10 Verkäufer

FondsAnteileΔ Anteile ⓘΔ % ⓘWert (USD) ⓘ
BANK OF AMERICA CORP /DE/28.520.402-6.481.432-18.5 %831.324.863
Lido Advisors, LLC7.111.116-3.824.354-35.0 %182.941.531
JPMORGAN CHASE & CO896.397-3.156.588-77.9 %44.396.151
MORGAN STANLEY16.945.906-2.359.953-12.2 %654.739.570
Kathmere Capital Management, LLC3.671.425-1.748.657-32.3 %91.986.745
LPL Financial LLC10.847.302-1.725.291-13.7 %432.061.109
ROYAL BANK OF CANADA3.656.450-1.661.674-31.2 %111.764.000
RAYMOND JAMES FINANCIAL INC7.237.383-1.641.312-18.5 %204.519.744
COMMONWEALTH EQUITY SERVICES, LLC3.123.831-1.450.624-31.7 %88.895.966
ENVESTNET ASSET MANAGEMENT INC467.177-1.251.630-72.8 %20.077.979

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