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SOL Capital Management CO

SOL Capital Management CO
Branche unbekannt
Ticker–Börse–
ISIN–CIK0001339270
Keine Kursdaten verfügbar.

Stammdaten

Unternehmen & Branche

NameSOL Capital Management CO
Ticker–
CIK0001339270

Wertpapier & Kennzahlen

CUSIP–
ISIN–
Typ–

Sitz & Kontakt

Sitz (Inkorporation)MD
Geschäftsadresse111 ROCKVILLE PIKE SUITE 750, 20850 ROCKVILLE, MD
Telefon301-881-3727
EIN (IRS)52-1499373

Listing & Historie

Fiskaljahr-Ende31.12.

Externe Quelle: SEC EDGAR »

Insider-Transaktionen (12 Monate) ⓘ

DatumInsiderRolleTypStückzahlKursWert (USD)ΔTrend
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.

Fondsaktivität (Vorquartalsvergleich) ⓘ

⚠ Vorläufige Daten: Erst 3597 von typischerweise 8414 Fonds (43 %) haben für das aktuelle 13F-Quartal eingereicht — Werte können sich in den kommenden Wochen noch deutlich ändern.

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
BANK OF AMERICA CORP /DE/13.155.087013.155.087481.808.271Neu+100,0%
LPL Financial LLC8.563.57208.563.572431.747.151Neu+100,0%
Global X Japan Co., Ltd.3.610.0001.221.6142.388.386362.227.400Aufgestockt+195,5%
MORGAN STANLEY9.133.52509.133.525326.811.832Neu+100,0%
Harel Insurance Investments & Financial Services Ltd.3.000.00003.000.000301.080.000Neu+100,0%
UBS Group AG6.601.32206.601.322242.285.151Neu+100,0%
CAPTRUST FINANCIAL ADVISORS5.480.41505.480.415215.194.445Neu+100,0%
ALLIANCEBERNSTEIN L.P.4.566.67004.566.670164.080.453Neu+100,0%
RAYMOND JAMES FINANCIAL INC3.817.58603.817.586154.044.024Neu+100,0%
SEI INVESTMENTS CO1.325.76101.325.761133.053.580Neu+100,0%
WELLS FARGO & COMPANY/MN3.320.97203.320.972118.162.447Neu+100,0%
ROYAL BANK OF CANADA3.042.65103.042.651112.681.000Neu+100,0%
3EDGE Asset Management, LP1.198.9071.277.208-78.301108.519.678Reduziert-6,1%
Bleakley Financial Group, LLC1.079.81001.079.810107.648.721Neu+100,0%
First Pacific Financial2.357.0862.285.97071.11692.421.351Aufgestockt+3,1%
Capital Investment Advisors, LLC833.3410833.34183.634.068Neu+100,0%
ENVESTNET ASSET MANAGEMENT INC2.017.00302.017.00380.737.126Neu+100,0%
Morton Capital Management LLC/CA1.832.2481.820.05912.18971.842.436Aufgestockt+0,7%
Allianz Asset Management GmbH1.273.68301.273.68364.537.518Neu+100,0%
Gradient Investments LLC1.211.7341.122.53389.20162.218.556Aufgestockt+7,9%
Cambridge Investment Research Advisors, Inc.1.107.974419.433688.54161.381.000Aufgestockt+164,2%
CARY STREET PARTNERS FINANCIAL LLC1.531.3031.536.935-5.63260.042.366Reduziert-0,4%
STIFEL FINANCIAL CORP1.534.29501.534.29559.591.951Neu+100,0%
Janney Montgomery Scott LLC1.447.51701.447.51756.617.000Neu+100,0%
Harbor Group, Inc.1.013.162977.23635.92654.684.698Aufgestockt+3,7%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1.441.08801.441.08851.910.181Neu+100,0%
COMMONWEALTH EQUITY SERVICES, LLC1.229.9441.228.6801.26448.808.965Aufgestockt+0,1%
OSAIC HOLDINGS, INC.1.159.76801.159.76847.930.569Neu+100,0%
Arkadios Wealth Advisors1.340.16801.340.16847.599.377Neu+100,0%
Cetera Investment Advisers859.3110859.31147.333.138Neu+100,0%
TCW GROUP INC1.188.19201.188.19246.660.300Neu+100,0%
Wagner Wealth Management, LLC1.243.5101.238.1465.36444.411.949Aufgestockt+0,4%
Francis Financial, Inc.1.124.34901.124.34944.153.193Neu+100,0%
NewEdge Advisors, LLC1.109.52001.109.52041.133.293Neu+100,0%
Keudell/Morrison Wealth Management1.011.4881.100.368-88.88039.660.429Reduziert-8,1%
Mirae Asset Global Investments Co., Ltd.625.422743.337-117.91538.420.591Reduziert-15,9%
PEAK FINANCIAL ADVISORS LLC889.796635.012254.78434.888.900Aufgestockt+40,1%
M&T BANK CORP856.9580856.95833.652.741Neu+100,0%
Cerity Partners LLC789.5080789.50832.920.777Neu+100,0%
HIGHLINE WEALTH PARTNERS LLC733.31384.056649.25732.253.537Aufgestockt+772,4%
Leelyn Smith, LLC821.976791.16130.81532.229.674Aufgestockt+3,9%
Family Manage LLC793.9470793.94731.300.092Neu+100,0%
Morling Financial Advisors, LLC793.6550793.65531.166.828Neu+100,0%
TECTONIC ADVISORS LLC751.867687.20464.66329.480.705Aufgestockt+9,4%
RHL GROUP, LLC291.1460291.14629.219.374Neu+100,0%
JPMORGAN CHASE & CO872.3100872.31028.447.428Neu+100,0%
CITADEL ADVISORS LLC707.2160707.21625.688.802Neu+100,0%
Peterson Wealth Advisors, LLC237.5070237.50723.836.200Neu+100,0%
TRAPHAGEN INVESTMENT ADVISORS LLC1.072.4121.006.46165.95123.176.107Aufgestockt+6,6%
HighTower Advisors, LLC641.0230641.02323.113.333Neu+100,0%

Top-Fondshalter (Stand: 30.06.2026) ⓘ

⚠ Vorläufige Daten: Erst 3597 von typischerweise 8414 Fonds (43 %) haben für dieses Quartal eingereicht. Vollständigkeit erwartet bis 14.08.2026. Auswertungen (NEW/INC/DEC) sind noch zu konservativ — viele Spätfiler erscheinen aktuell als „Exits".

FondsAnteileVorquartal (Stk)ΔWert (USD)Anteil (%)StimmkontrolleVerlauf
Global X Japan Co., Ltd.3.610.0001.221.614+195,5%362.227.40020,48100 %8 Q
3EDGE Asset Management, LP1.198.9071.277.208-6,1%108.519.6786,1384 %7 Q
First Pacific Financial2.357.0862.285.970+3,1%92.421.3515,220 %5 Q
Morton Capital Management LLC/CA1.832.2481.820.059+0,7%71.842.4364,060 %9 Q
Gradient Investments LLC1.211.7341.122.533+7,9%62.218.5563,520 %14 Q
Cambridge Investment Research Advisors, Inc.1.107.974419.433+164,2%61.381.0003,47–17 Q
CARY STREET PARTNERS FINANCIAL LLC1.531.3031.536.935-0,4%60.042.3663,3961 %7 Q
Harbor Group, Inc.1.013.162977.236+3,7%54.684.6983,092 %11 Q
COMMONWEALTH EQUITY SERVICES, LLC1.229.9441.228.680+0,1%48.808.9652,76–17 Q
Wagner Wealth Management, LLC1.243.5101.238.146+0,4%44.411.9492,510 %10 Q
Keudell/Morrison Wealth Management1.011.4881.100.368-8,1%39.660.4292,240 %3 Q
Mirae Asset Global Investments Co., Ltd.625.422743.337-15,9%38.420.5912,17100 %17 Q
PEAK FINANCIAL ADVISORS LLC889.796635.012+40,1%34.888.9001,970 %6 Q
HIGHLINE WEALTH PARTNERS LLC733.31384.056+772,4%32.253.5371,82100 %11 Q
Leelyn Smith, LLC821.976791.161+3,9%32.229.6741,820 %7 Q
TECTONIC ADVISORS LLC751.867687.204+9,4%29.480.7051,670 %9 Q
TRAPHAGEN INVESTMENT ADVISORS LLC1.072.4121.006.461+6,6%23.176.1071,31–5 Q
TRUIST FINANCIAL CORP492.464399.081+23,4%22.421.2111,271 %13 Q
Weaver Capital Management LLC507.700507.7000,0%19.937.3901,130 %7 Q
True North Advisors, LLC484.709508.913-4,8%19.005.4461,070 %3 Q

Halter-Trend (6 Quartale)

PeriodeStatusHalterAnteile (Mio)Wert (Mio $)
30.06.2026vorl.28735,61.769
31.03.2026✓661139,76.142
31.12.2025✓656123,35.528
30.09.2025✓592105,54.566
30.06.2025✓54392,13.922
31.03.2025✓51078,13.204

Top 10 Neueinsteiger

FondsAnteileWert (USD)
Global X Japan Co., Ltd.1.221.614122.601.181
Wealthspire Retirement, LLC536.24321.058.288
Amplius Wealth Advisors, LLC584.10512.543.655
EP Wealth Advisors, LLC103.2149.974.716
Altium Investment Strategies LLC64.1366.424.511
ANCHOR CAPITAL ADVISORS LLC128.5445.047.923
MARSHALL INVESTMENT MANAGEMENT, LLC101.5283.987.005
OLD MISSION CAPITAL LLC113.5003.770.470
Qube Research & Technologies Ltd109.1493.625.930
Independent Advisor Alliance97.2093.270.696

Top 10 Aufstocker

FondsAnteileΔ AnteileΔ %Wert (USD)
MORGAN STANLEY9.133.5251.995.288+28.0 %326.811.832
BANK OF AMERICA CORP /DE/13.155.0871.804.111+15.9 %481.808.271
Arkadios Wealth Advisors1.340.1681.225.233+1066.0 %47.599.377
LPL Financial LLC8.563.5721.179.660+16.0 %431.747.151
RAYMOND JAMES FINANCIAL INC3.817.586919.268+31.7 %154.044.024
WELLS FARGO & COMPANY/MN3.320.972846.994+34.2 %118.162.435
3EDGE Asset Management, LP1.277.208837.066+190.2 %116.874.331
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1.441.088771.428+115.2 %51.910.181
Cerity Partners LLC789.508767.592+3502.4 %32.920.777
Family Manage LLC793.947396.463+99.7 %31.300.092

Top 10 Verkäufer

FondsAnteileΔ AnteileΔ %Wert (USD)
M&T BANK CORP856.958-487.281-36.2 %33.652.741
Mirae Asset Global Investments Co., Ltd.743.337-377.915-33.7 %42.082.915
Advisor OS, LLC2.745-352.334-99.2 %275.442
MJP ASSOCIATES INC /ADV2.745-352.334-99.2 %275.442
RHL GROUP, LLC291.146-343.051-54.1 %29.219.374
AMERIPRISE FINANCIAL INC354.577-312.932-46.9 %11.906.953
49 WEALTH MANAGEMENT, LLC102.092-201.322-66.4 %10.245.968
PNC FINANCIAL SERVICES GROUP, INC.366.710-190.485-34.2 %12.256.760
SEI INVESTMENTS CO1.325.761-175.260-11.7 %133.053.580
Private Advisor Group, LLC183.394-174.138-48.7 %7.323.359

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