FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

Stammdaten

Unternehmen & Branche

NameFERGUSON WELLMAN CAPITAL MANAGEMENT, INC
Ticker
CIK0000869353

Wertpapier & Kennzahlen

CUSIP
ISIN
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Fondsaktivität (Vorquartalsvergleich)

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
YOUSIF CAPITAL MANAGEMENT, LLC2,350,47602,350,47638,477,293Neu+100,0%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC892,9080892,90830,018,656Neu+100,0%
FULTON BANK, N.A.394,0930394,09328,536,397Neu+100,0%
NORTH STAR ASSET MANAGEMENT INC1,661,34401,661,34428,467,096Neu+100,0%
Ancora Advisors LLC291,5150291,51516,688,541Neu+100,0%
Arvest Bank Trust Division233,2520233,2527,053,234Neu+100,0%
Ativo Capital Management LLC36,554036,5546,783,032Neu+100,0%
Azimuth Capital Investment Management LLC27,441027,4414,682,568Neu+100,0%
Tandem Investment Advisors, Inc.45,243045,2433,592,747Neu+100,0%
Vestwell Advisors, LLC213,6110213,6113,501,078Neu+100,0%
CORBYN INVESTMENT MANAGEMENT INC/MD41,735041,7353,407,666Neu+100,0%
Curbstone Financial Management Corp13,798013,7982,560,357Neu+100,0%
BERKSHIRE ASSET MANAGEMENT LLC/PA52,166052,1662,534,238Neu+100,0%
Westside Investment Management, Inc.36,543036,5432,459,289Neu+100,0%
Sequent Asset Management, LLC39,480039,4801,926,000Neu+100,0%
AUXIER ASSET MANAGEMENT LLC23,188023,1881,893,300Neu+100,0%
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC20,656020,6561,686,567Neu+100,0%
STALEY CAPITAL ADVISERS INC29,625029,6251,477,987Neu+100,0%
Kohmann Bosshard Financial Services, LLC26,714026,7141,458,847Neu+100,0%
DB Fitzpatrick & Co, Inc17,831017,8311,415,960Neu+100,0%
BAHL & GAYNOR INC19,886019,886966,062Neu+100,0%
Mengis Capital Management, Inc.11,244011,244918,075Neu+100,0%
Diversified Trust Co7,96507,965831,680Neu+100,0%
Sippican Capital Advisors71,650071,650823,258Neu+100,0%
EADS & HEALD WEALTH MANAGEMENT4,40004,400816,464Neu+100,0%
MOODY LYNN & LIEBERSON, LLC10,834010,834765,265Neu+100,0%
Corient IA LLC3,98003,980738,529Neu+100,0%
Douglas Lane & Associates, LLC13,097013,097636,264Neu+100,0%
Ethos Financial Group, LLC24,008024,008575,175Neu+100,0%
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL6,14606,146501,821Neu+100,0%
Dale Q Rice Investment Management Ltd13,833013,833497,702Neu+100,0%
Financially Speaking Inc12,451012,451492,569Neu+100,0%
Douglass Winthrop Advisors, LLC3,55003,550462,281Neu+100,0%
NORTHSTAR ASSET MANAGEMENT Co26,782026,782438,955Neu+100,0%
Pinnacle Wealth Management Advisory Group, LLC5,22005,220414,520Neu+100,0%
SPINNAKER TRUST4,83504,835383,947Neu+100,0%
Coastwise Capital Group, LLC3,85103,851354,023Neu+100,0%
Sandhill Capital Partners LLC2,58802,588337,009Neu+100,0%
Notis-McConarty Edward11,608011,608302,376Neu+100,0%
FRANKLIN STREET ADVISORS INC /NC3,56703,567291,246Neu+100,0%
SVB WEALTH LLC5,98105,981290,557Neu+100,0%
Transce3nd, LLC3,42503,425228,917Neu+100,0%
FORBES J M & CO LLP2,49002,490203,308Neu+100,0%
Game Plan Financial Advisors, LLC2,72902,729144,774Neu+100,0%
RICHARDSON FINANCIAL SERVICES INC.2,39702,397115,492Neu+100,0%
Estabrook Capital Management1,31601,31682,382Neu+100,0%
Jackson Wealth Management, LLC12,540012,54031,000Neu+100,0%
Pinnacle Holdings, LLC299029923,744Neu+100,0%
McMillan Office, Inc.200020013,042Neu+100,0%
VAUGHAN DAVID INVESTMENTS LLC/IL58,444058,4442,839Neu+100,0%

Insider-Transaktionen (12 Monate)

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

Top-Fondshalter

Hinweis: Keine aktuelleren Daten zu dieser Aktie verfuegbar. Stand der gezeigten 13F-Holdings: 31.12.2025. Letztes global veroeffentlichtes 13F-Quartal: 31.03.2026.

FondsAnteileWert (USD)Anteil (%)
YOUSIF CAPITAL MANAGEMENT, LLC2,350,47638,477,29319.11
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC892,90830,018,65614.91
FULTON BANK, N.A.394,09328,536,39714.18
NORTH STAR ASSET MANAGEMENT INC1,661,34428,467,09614.14
Ancora Advisors LLC291,51516,688,5418.29
Arvest Bank Trust Division233,2527,053,2343.50
Ativo Capital Management LLC36,5546,783,0323.37
Azimuth Capital Investment Management LLC27,4414,682,5682.33
Tandem Investment Advisors, Inc.45,2433,592,7471.78
Vestwell Advisors, LLC213,6113,501,0781.74
CORBYN INVESTMENT MANAGEMENT INC/MD41,7353,407,6661.69
Curbstone Financial Management Corp13,7982,560,3571.27
BERKSHIRE ASSET MANAGEMENT LLC/PA52,1662,534,2381.26
Westside Investment Management, Inc.36,5432,459,2891.22
Sequent Asset Management, LLC39,4801,926,0000.96
AUXIER ASSET MANAGEMENT LLC23,1881,893,3000.94
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC20,6561,686,5670.84
STALEY CAPITAL ADVISERS INC29,6251,477,9870.73
Kohmann Bosshard Financial Services, LLC26,7141,458,8470.72
DB Fitzpatrick & Co, Inc17,8311,415,9600.70

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