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CAPTRUST FINANCIAL ADVISORS: XLF position timeline

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

CAPTRUST FINANCIAL ADVISORS held 1,454,156 XLF 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 1,454,156 shares
    Change vs previous 13F +334,893 shares

    0.12% of the 13F portfolio, value $77,957,313.

    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 1,119,263 shares
    Change vs previous 13F -393,286 shares

    0.1% of the 13F portfolio, value $55,257,781.

    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 1,512,549 shares
    Change vs previous 13F +33,735 shares

    0.16% of the 13F portfolio, value $82,842,321.

    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 1,478,814 shares
    Change vs previous 13F -5,253 shares

    0.16% of the 13F portfolio, value $79,663,962.

    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 1,484,067 shares
    Change vs previous 13F +30,907 shares

    0.17% of the 13F portfolio, value $77,720,609.

    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 1,453,160 shares
    Change vs previous 13F +840,526 shares

    0.18% of the 13F portfolio, value $72,381,252.

    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 612,634 shares
    Change vs previous 13F +296,760 shares

    0.08% of the 13F portfolio, value $29,608,582.

    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 315,874 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $14,315,401.

    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).