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Disclosery

MAI Capital Management: XLF position timeline

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

MAI Capital Management held 291,979 XLF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 291,979 shares
    Change vs previous 13F +24,008 shares

    0.06% of the 13F portfolio, value $15,653,028.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    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 267,971 shares
    Change vs previous 13F -42,636 shares

    0.08% of the 13F portfolio, value $13,229,708.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    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 310,607 shares
    Change vs previous 13F +38,793 shares

    0.1% of the 13F portfolio, value $17,011,940.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    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 271,814 shares
    Change vs previous 13F +16,557 shares

    0.09% of the 13F portfolio, value $14,642,595.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    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 255,257 shares
    Change vs previous 13F -22,645 shares

    0.09% of the 13F portfolio, value $13,367,820.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    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 277,902 shares
    Change vs previous 13F +38,905 shares

    0.1% of the 13F portfolio, value $13,842,286.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    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 238,997 shares
    Change vs previous 13F +72,335 shares

    0.09% of the 13F portfolio, value $11,550,737.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    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 166,662 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $7,553,103.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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