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CAPTRUST FINANCIAL ADVISORS: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on AGG, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 6,703,403 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,703,403 shares
    Change vs previous 13F +464,323 shares

    1.02% of the 13F portfolio, value $663,503,177.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,239,080 shares
    Change vs previous 13F +187,655 shares

    1.08% of the 13F portfolio, value $619,349,316.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,051,425 shares
    Change vs previous 13F +650,152 shares

    1.15% of the 13F portfolio, value $604,416,341.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,401,273 shares
    Change vs previous 13F -2,789,938 shares

    1.1% of the 13F portfolio, value $541,477,614.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 8,191,211 shares
    Change vs previous 13F +505,539 shares

    1.81% of the 13F portfolio, value $812,567,846.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,685,672 shares
    Change vs previous 13F +1,658,387 shares

    1.91% of the 13F portfolio, value $760,266,329.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 6,027,285 shares
    Change vs previous 13F +819,578 shares

    1.67% of the 13F portfolio, value $584,045,235.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,207,707 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $527,384,576.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).