Stammdaten
Unternehmen & Branche
| Name | SOL Capital Management CO |
|---|---|
| Ticker | |
| CIK | 0001339270 |
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 |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 13.155.087 | 11.350.976 | 1.804.111 | 481.808.271 | Aufgestockt | +15,9% | |
| LPL Financial LLC | 8.563.572 | 7.383.912 | 1.179.660 | 431.747.151 | Aufgestockt | +16,0% | |
| MORGAN STANLEY | 9.133.525 | 7.138.237 | 1.995.288 | 326.811.832 | Aufgestockt | +28,0% | |
| UBS Group AG | 6.601.322 | 6.260.582 | 340.740 | 242.285.151 | Aufgestockt | +5,4% | |
| CAPTRUST FINANCIAL ADVISORS | 5.480.415 | 5.200.819 | 279.596 | 215.194.445 | Aufgestockt | +5,4% | |
| ALLIANCEBERNSTEIN L.P. | 4.566.670 | 4.644.163 | -77.493 | 164.080.453 | Reduziert | -1,7% | |
| RAYMOND JAMES FINANCIAL INC | 3.817.586 | 2.898.318 | 919.268 | 154.044.024 | Aufgestockt | +31,7% | |
| SEI INVESTMENTS CO | 1.325.761 | 1.501.021 | -175.260 | 133.053.580 | Reduziert | -11,7% | |
| Global X Japan Co., Ltd. | 1.221.614 | 0 | 1.221.614 | 122.601.181 | Neu | +100,0% | |
| WELLS FARGO & COMPANY/MN | 3.320.972 | 2.473.978 | 846.994 | 118.162.447 | Aufgestockt | +34,2% | |
| 3EDGE Asset Management, LP | 1.277.208 | 440.142 | 837.066 | 116.874.331 | Aufgestockt | +190,2% | |
| ROYAL BANK OF CANADA | 3.042.651 | 3.010.467 | 32.184 | 112.681.000 | Aufgestockt | +1,1% | |
| Bleakley Financial Group, LLC | 1.079.810 | 916.786 | 163.024 | 107.648.721 | Aufgestockt | +17,8% | |
| First Pacific Financial | 2.285.970 | 2.175.863 | 110.107 | 89.770.050 | Aufgestockt | +5,1% | |
| Capital Investment Advisors, LLC | 833.341 | 719.536 | 113.805 | 83.634.068 | Aufgestockt | +15,8% | |
| ENVESTNET ASSET MANAGEMENT INC | 2.017.003 | 1.802.140 | 214.863 | 80.737.126 | Aufgestockt | +11,9% | |
| Morton Capital Management LLC/CA | 1.820.059 | 1.636.647 | 183.412 | 71.473.723 | Aufgestockt | +11,2% | |
| Allianz Asset Management GmbH | 1.273.683 | 1.079.936 | 193.747 | 64.537.518 | Aufgestockt | +17,9% | |
| CARY STREET PARTNERS FINANCIAL LLC | 1.536.935 | 1.471.817 | 65.118 | 60.355.408 | Aufgestockt | +4,4% | |
| STIFEL FINANCIAL CORP | 1.534.295 | 1.368.674 | 165.621 | 59.591.951 | Aufgestockt | +12,1% | |
| Gradient Investments LLC | 1.122.533 | 1.076.536 | 45.997 | 56.878.761 | Aufgestockt | +4,3% | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.441.088 | 669.660 | 771.428 | 51.910.181 | Aufgestockt | +115,2% | |
| Harbor Group, Inc. | 977.236 | 944.276 | 32.960 | 48.342.994 | Aufgestockt | +3,5% | |
| OSAIC HOLDINGS, INC. | 1.159.768 | 1.087.198 | 72.570 | 47.930.569 | Aufgestockt | +6,7% | |
| Arkadios Wealth Advisors | 1.340.168 | 114.935 | 1.225.233 | 47.599.377 | Aufgestockt | +1066,0% | |
| Cetera Investment Advisers | 859.311 | 662.751 | 196.560 | 47.333.138 | Aufgestockt | +29,7% | |
| TCW GROUP INC | 1.188.192 | 1.188.192 | 0 | 46.660.300 | Unverändert | 0,0% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.228.680 | 1.139.693 | 88.987 | 44.316.330 | Aufgestockt | +7,8% | |
| Francis Financial, Inc. | 1.124.349 | 926.037 | 198.312 | 44.153.193 | Aufgestockt | +21,4% | |
| Wagner Wealth Management, LLC | 1.238.146 | 1.126.955 | 111.191 | 43.978.953 | Aufgestockt | +9,9% | |
| Keudell/Morrison Wealth Management | 1.100.368 | 1.184.988 | -84.620 | 43.211.465 | Reduziert | -7,1% | |
| Mirae Asset Global Investments Co., Ltd. | 743.337 | 1.121.252 | -377.915 | 42.082.915 | Reduziert | -33,7% | |
| NewEdge Advisors, LLC | 1.109.520 | 889.222 | 220.298 | 41.133.293 | Aufgestockt | +24,8% | |
| JPMORGAN CHASE & CO | 990.042 | 0 | 990.042 | 37.744.523 | Neu | +100,0% | |
| M&T BANK CORP | 856.958 | 1.344.239 | -487.281 | 33.652.741 | Reduziert | -36,2% | |
| Cerity Partners LLC | 789.508 | 21.916 | 767.592 | 32.920.777 | Aufgestockt | +3502,4% | |
| Family Manage LLC | 793.947 | 397.484 | 396.463 | 31.300.092 | Aufgestockt | +99,7% | |
| Morling Financial Advisors, LLC | 793.655 | 738.344 | 55.311 | 31.166.828 | Aufgestockt | +7,5% | |
| Leelyn Smith, LLC | 791.161 | 737.526 | 53.635 | 31.068.893 | Aufgestockt | +7,3% | |
| RHL GROUP, LLC | 291.146 | 634.197 | -343.051 | 29.219.374 | Reduziert | -54,1% | |
| TECTONIC ADVISORS LLC | 687.204 | 646.449 | 40.755 | 26.986.485 | Aufgestockt | +6,3% | |
| CITADEL ADVISORS LLC | 707.216 | 251.911 | 455.305 | 25.688.802 | Aufgestockt | +180,7% | |
| PEAK FINANCIAL ADVISORS LLC | 635.012 | 642.274 | -7.262 | 24.936.904 | Reduziert | -1,1% | |
| Peterson Wealth Advisors, LLC | 237.507 | 244.204 | -6.697 | 23.836.200 | Reduziert | -2,7% | |
| HighTower Advisors, LLC | 641.023 | 393.181 | 247.842 | 23.113.333 | Aufgestockt | +63,0% | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 446.714 | 508.958 | -62.244 | 22.915.545 | Reduziert | -12,2% | |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 1.006.461 | 891.760 | 114.701 | 21.613.752 | Aufgestockt | +12,9% | |
| Wealthspire Retirement, LLC | 536.243 | 0 | 536.243 | 21.058.288 | Neu | +100,0% | |
| TRUIST FINANCIAL CORP | 399.081 | 258.631 | 140.450 | 20.254.100 | Aufgestockt | +54,3% | |
| True North Advisors, LLC | 508.913 | 357.357 | 151.556 | 19.984.998 | Aufgestockt | +42,4% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Verlauf |
|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 13.155.087 | 11.350.976 | +15,9% | 481.808.271 | 8,37 | 14 Q |
| LPL Financial LLC | 8.563.572 | 7.383.912 | +16,0% | 431.747.151 | 7,50 | 17 Q |
| MORGAN STANLEY | 9.133.525 | 7.138.237 | +28,0% | 326.811.832 | 5,68 | 17 Q |
| UBS Group AG | 6.601.322 | 6.260.582 | +5,4% | 242.285.151 | 4,21 | 17 Q |
| CAPTRUST FINANCIAL ADVISORS | 5.480.415 | 5.200.819 | +5,4% | 215.194.445 | 3,74 | 14 Q |
| ALLIANCEBERNSTEIN L.P. | 4.566.670 | 4.644.163 | -1,7% | 164.080.453 | 2,85 | 8 Q |
| RAYMOND JAMES FINANCIAL INC | 3.817.586 | 2.898.318 | +31,7% | 154.044.024 | 2,68 | 6 Q |
| SEI INVESTMENTS CO | 1.325.761 | 1.501.021 | -11,7% | 133.053.580 | 2,31 | 7 Q |
| Global X Japan Co., Ltd. | 1.221.614 | 0 | +100,0% | 122.601.181 | 2,13 | 7 Q |
| WELLS FARGO & COMPANY/MN | 3.320.972 | 2.473.978 | +34,2% | 118.162.447 | 2,05 | 17 Q |
| 3EDGE Asset Management, LP | 1.277.208 | 440.142 | +190,2% | 116.874.331 | 2,03 | 6 Q |
| ROYAL BANK OF CANADA | 3.042.651 | 3.010.467 | +1,1% | 112.681.000 | 1,96 | 17 Q |
| Bleakley Financial Group, LLC | 1.079.810 | 916.786 | +17,8% | 107.648.721 | 1,87 | 9 Q |
| First Pacific Financial | 2.285.970 | 2.175.863 | +5,1% | 89.770.050 | 1,56 | 4 Q |
| Capital Investment Advisors, LLC | 833.341 | 719.536 | +15,8% | 83.634.068 | 1,45 | 5 Q |
| ENVESTNET ASSET MANAGEMENT INC | 2.017.003 | 1.802.140 | +11,9% | 80.737.126 | 1,40 | 17 Q |
| Morton Capital Management LLC/CA | 1.820.059 | 1.636.647 | +11,2% | 71.473.723 | 1,24 | 8 Q |
| Allianz Asset Management GmbH | 1.273.683 | 1.079.936 | +17,9% | 64.537.518 | 1,12 | 11 Q |
| CARY STREET PARTNERS FINANCIAL LLC | 1.536.935 | 1.471.817 | +4,4% | 60.355.408 | 1,05 | 6 Q |
| STIFEL FINANCIAL CORP | 1.534.295 | 1.368.674 | +12,1% | 59.591.951 | 1,04 | 17 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 655 | 141,1 | 5.857 |
| 31.12.2025 | ✓ | 651 | 242,6 | 13.674 |
| 30.09.2025 | ✓ | 593 | 122,9 | 5.040 |
| 30.06.2025 | ✓ | 543 | 95,3 | 3.870 |
| 31.03.2025 | ✓ | 512 | 84,7 | 3.393 |
| 31.12.2024 | ✓ | 496 | 79,4 | 3.048 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| RHL GROUP, LLC | 634.197 | 63.489.462 |
| Keudell/Morrison Wealth Management | 1.184.988 | 46.925.527 |
| Lido Advisors, LLC | 458.765 | 16.617.386 |
| True North Advisors, LLC | 357.357 | 14.151.349 |
| Rothschild Wealth LLC | 238.726 | 9.453.550 |
| Arax Advisory Partners | 207.304 | 8.094.919 |
| Ducere Wealth Management LLC | 197.500 | 7.821.010 |
| Csenge Advisory Group | 244.991 | 7.259.081 |
| Chevy Chase Trust Holdings, LLC | 170.202 | 6.166.419 |
| Foguth Wealth Management, LLC. | 166.808 | 6.123.528 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| MORGAN STANLEY | 7.138.237 | 2.238.757 | +45.7 % | 266.110.018 |
| WELLS FARGO & COMPANY/MN | 2.473.978 | 925.012 | +59.7 % | 92.397.229 |
| Bleakley Financial Group, LLC | 916.786 | 906.128 | +8501.9 % | 91.094.590 |
| Leelyn Smith, LLC | 737.526 | 675.329 | +1085.8 % | 29.206.040 |
| RAYMOND JAMES FINANCIAL INC | 2.898.318 | 639.023 | +28.3 % | 113.178.843 |
| ROYAL BANK OF CANADA | 3.010.467 | 617.704 | +25.8 % | 115.669.000 |
| LPL Financial LLC | 7.383.912 | 513.450 | +7.5 % | 334.280.768 |
| UBS Group AG | 6.260.582 | 436.602 | +7.5 % | 236.292.372 |
| Mirae Asset Global Investments Co., Ltd. | 1.121.252 | 411.370 | +57.9 % | 54.995.960 |
| Family Manage LLC | 397.484 | 393.313 | +9429.7 % | 15.833.120 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| OBSIDIAN CIO, LLC | 22.669 | -422.567 | -94.9 % | 821.316 |
| Brookwood Investment Group LLC | 223.732 | -210.541 | -48.5 % | 8.859.787 |
| Pasadena Private Wealth, LLC | 354.615 | -194.136 | -35.4 % | 14.042.764 |
| Beaumont Financial Advisors, LLC | 5.300 | -192.345 | -97.3 % | 530.559 |
| Allianz Asset Management GmbH | 1.079.936 | -189.369 | -14.9 % | 55.627.503 |
| OSAIC HOLDINGS, INC. | 1.087.198 | -176.079 | -13.9 % | 46.361.313 |
| 49 WEALTH MANAGEMENT, LLC | 303.414 | -164.317 | -35.1 % | 30.374.772 |
| BlueStem Wealth Partners, LLC | 279.374 | -115.449 | -29.2 % | 11.063.199 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2.411 | -99.500 | -97.6 % | 87.326 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.139.693 | -81.743 | -6.7 % | 43.861.947 |