Projekt anfragen
Info

Ferguson Wellman Capital Management, Inc

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
Branche unbekannt
Ticker–Börse–
ISIN–CIK0000869353
Keine Kursdaten verfügbar.

Stammdaten

Unternehmen & Branche

NameFERGUSON WELLMAN CAPITAL MANAGEMENT, INC
Ticker–
CIK0000869353

Wertpapier & Kennzahlen

CUSIP–
ISIN–
Typ–

Sitz & Kontakt

Sitz (Inkorporation)OR
Geschäftsadresse888 SW 5TH AVE STE 1200, 97204 PORTLAND, OR
Telefon5032261444
EIN (IRS)93-0646988

Listing & Historie

Fiskaljahr-Ende31.12.
Frühere NamenFERGUSON WELLMAN RUDD PURDY & VAN WINKLE INC (bis 2007)

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/28.477.269028.477.2691.783.923.160Neu+100,0%
JPMORGAN CHASE & CO10.269.254010.269.254830.035.579Neu+100,0%
NORTHERN TRUST CORP12.339.383012.339.383800.800.262Neu+100,0%
Empower Advisory Group, LLC10.712.883010.712.883761.661.551Neu+100,0%
MORGAN STANLEY10.486.870010.486.870715.815.704Neu+100,0%
FMR LLC10.100.988010.100.988663.713.585Neu+100,0%
Betterment LLC8.890.68708.890.687603.565.000Neu+100,0%
TIAA Wealth Investment Management LLC6.861.06106.861.061442.551.484Neu+100,0%
ENVESTNET ASSET MANAGEMENT INC5.003.53705.003.537304.257.378Neu+100,0%
GOLDMAN SACHS GROUP INC3.785.12603.785.126270.734.831Neu+100,0%
WELLS FARGO & COMPANY/MN3.982.56203.982.562258.978.143Neu+100,0%
UBS Group AG3.499.21903.499.219242.950.312Neu+100,0%
WIT, LLC5.214.09105.214.091238.706.368Neu+100,0%
Acorns Advisers, LLC3.434.97403.434.974236.335.000Neu+100,0%
Wealthfront Advisers LLC3.713.04603.713.046229.439.580Neu+100,0%
LPL Financial LLC3.441.71803.441.718223.483.167Neu+100,0%
Creative Planning4.188.19204.188.192223.325.218Neu+100,0%
BlackRock, Inc.3.705.70303.705.703212.670.835Neu+100,0%
MERCER GLOBAL ADVISORS INC /ADV2.587.26102.587.261194.640.964Neu+100,0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2.681.60902.681.609186.708.594Neu+100,0%
AMERIPRISE FINANCIAL INC2.928.32202.928.322185.745.173Neu+100,0%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC2.813.47602.813.476182.165.983Neu+100,0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP1.519.02001.519.020170.922.083Neu+100,0%
PNC FINANCIAL SERVICES GROUP, INC.2.603.95102.603.951167.733.428Neu+100,0%
US BANCORP \DE\2.052.37202.052.372140.127.605Neu+100,0%
FLPUTNAM INVESTMENT MANAGEMENT CO1.845.27501.845.275139.897.402Neu+100,0%
COMMONWEALTH EQUITY SERVICES, LLC1.611.8301.556.43055.400136.503.217Aufgestockt+3,6%
HighTower Advisors, LLC1.685.32401.685.324127.351.637Neu+100,0%
FIDUCIARY TRUST CO1.923.07801.923.078121.054.020Neu+100,0%
ROYAL BANK OF CANADA1.928.20301.928.203119.909.000Neu+100,0%
CITADEL ADVISORS LLC959.8550959.855112.088.708Neu+100,0%
SPINNAKER TRUST1.054.00401.054.004100.479.274Neu+100,0%
M&T BANK CORP1.644.24601.644.24698.264.122Neu+100,0%
MISSION WEALTH MANAGEMENT, LP1.287.2761.191.29495.98294.295.990Aufgestockt+8,1%
Cambridge Investment Research Advisors, Inc.1.034.070740.530293.54092.903.000Aufgestockt+39,6%
MEITAV INVESTMENT HOUSE LTD458.70861.208397.50086.154.537Aufgestockt+649,4%
FIFTH THIRD BANCORP1.202.29401.202.29485.981.375Neu+100,0%
JANE STREET GROUP, LLC779.8360779.83683.678.826Neu+100,0%
SEI INVESTMENTS CO1.160.36901.160.36971.973.213Neu+100,0%
IMPACTfolio, LLC928.519905.75022.76971.488.823Aufgestockt+2,5%
EP Wealth Advisors, LLC869.2150869.21571.291.758Neu+100,0%
ZEVENBERGEN CAPITAL INVESTMENTS LLC4.229.10404.229.10466.523.805Neu+100,0%
RAYMOND JAMES FINANCIAL INC944.9020944.90266.186.971Neu+100,0%
Warner Group LLC346.221184.291161.93065.027.954Aufgestockt+87,9%
Beacon Pointe Advisors, LLC943.6370943.63761.802.614Neu+100,0%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management805.220815.676-10.45657.940.192Reduziert-1,3%
Mariner, LLC758.7490758.74951.805.159Neu+100,0%
Cetera Investment Advisers792.0390792.03951.747.483Neu+100,0%
EASTERN BANK619.583647.313-27.73047.382.081Reduziert-4,3%
Composition Wealth, LLC558.585566.295-7.71045.547.786Reduziert-1,4%

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
COMMONWEALTH EQUITY SERVICES, LLC1.611.8301.556.430+3,6%136.503.2175,93–17 Q
MISSION WEALTH MANAGEMENT, LP1.287.2761.191.294+8,1%94.295.9904,100 %17 Q
Cambridge Investment Research Advisors, Inc.1.034.070740.530+39,6%92.903.0004,04–17 Q
MEITAV INVESTMENT HOUSE LTD458.70861.208+649,4%86.154.5373,74–17 Q
IMPACTfolio, LLC928.519905.750+2,5%71.488.8233,110 %17 Q
Warner Group LLC346.221184.291+87,9%65.027.9542,838 %4 Q
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management805.220815.676-1,3%57.940.1922,5292 %17 Q
EASTERN BANK619.583647.313-4,3%47.382.0812,0651 %17 Q
Composition Wealth, LLC558.585566.295-1,4%45.547.7861,98100 %17 Q
MATHER GROUP, LLC.551.416486.210+13,4%43.569.8401,890 %17 Q
YOUSIF CAPITAL MANAGEMENT, LLC2.350.4762.350.4760,0%42.778.6651,860 %17 Q
Bond & Devick Financial Network, Inc.426.879369.531+15,5%40.117.2311,74100 %17 Q
Stanich Group LLC515.874491.167+5,0%39.593.6011,720 %7 Q
FIRST MERCHANTS CORP215.913217.619-0,8%38.254.6641,66100 %9 Q
High Note Wealth, LLC407.703409.157-0,4%37.367.1611,62100 %17 Q
D.A. DAVIDSON & CO.359.337356.005+0,9%37.192.4151,62100 %17 Q
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC441.908404.284+9,3%36.615.0501,593 %17 Q
TRUIST FINANCIAL CORP440.023399.289+10,2%35.426.5701,5479 %17 Q
FULTON BANK, N.A.392.150389.255+0,7%32.453.5541,41100 %17 Q
Envestnet Portfolio Solutions, Inc.501.707691.837-27,5%31.120.1041,35100 %12 Q

Halter-Trend (6 Quartale)

PeriodeStatusHalterAnteile (Mio)Wert (Mio $)
30.06.2026vorl.57230,62.293
31.03.2026✓1.064232,114.992
31.12.2025✓1.021228,114.904
30.09.2025✓933225,314.565
30.06.2025✓914219,413.217
31.03.2025✓879215,713.998

Top 10 Neueinsteiger

FondsAnteileWert (USD)
TIAA Wealth Investment Management LLC6.861.061442.551.484
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC2.813.476182.165.983
ZEVENBERGEN CAPITAL INVESTMENTS LLC4.229.10466.523.805
CAPITOLIS LIQUID GLOBAL MARKETS LLC470.60021.398.182
Independent Advisor Alliance205.92019.027.352
Keystone Financial Group154.51710.850.999
Nearwater Capital Markets, Ltd200.0009.094.000
Ethic Inc.103.9198.114.250
CIBC Bancorp USA Inc.62.9136.859.079
BALDWIN WEALTH PARTNERS LLC/MA127.9535.818.023

Top 10 Aufstocker

FondsAnteileΔ AnteileΔ %Wert (USD)
BANK OF AMERICA CORP /DE/28.477.2691.597.624+5.9 %1.783.923.160
BlackRock, Inc.3.705.703785.853+26.9 %212.670.835
MORGAN STANLEY10.486.870640.843+6.5 %715.815.704
FMR LLC10.100.988617.586+6.5 %663.713.585
WIT, LLC5.214.091580.431+12.5 %238.706.368
GOLDMAN SACHS GROUP INC3.785.126539.857+16.6 %270.734.831
Beacon Pointe Advisors, LLC943.637427.573+82.9 %61.802.614
UBS Group AG3.499.219418.996+13.6 %242.950.312
US BANCORP \DE\2.052.372405.927+24.7 %140.127.605
Clearstead Advisors, LLC399.233395.783+11472.0 %31.513.622

Top 10 Verkäufer

FondsAnteileΔ AnteileΔ %Wert (USD)
TIAA TRUST, NATIONAL ASSOCIATION89.072-10.281.395-99.1 %4.802.228
Empower Advisory Group, LLC10.712.883-2.236.935-17.3 %761.661.551
JANE STREET GROUP, LLC385.636-1.375.235-78.1 %36.966.126
WELLS FARGO & COMPANY/MN3.982.562-825.266-17.2 %258.978.143
CITADEL ADVISORS LLC30.655-775.270-96.2 %1.978.508
Corient Private Wealth LLC640.428-668.868-51.1 %45.224.595
SUSQUEHANNA INTERNATIONAL GROUP, LLP187.320-537.066-74.1 %13.115.633
SigFig Wealth Management, LLC38.519-472.063-92.5 %2.106.994
FLOW TRADERS U.S. LLC23.082-433.161-94.9 %1.757.000
M&T BANK CORP1.644.246-299.175-15.4 %98.264.122

Alle Fondsgesellschaften & ihre 4-Quartals-Bewegungen →

Hinweis

Erweitert ×