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Richard Bernstein Advisors LLC: XLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Richard Bernstein Advisors LLC on XLF, newest first. How the timeline and the estimate are built.

Richard Bernstein Advisors LLC held 6,244 XLF shares at 2026-03-31 per its 13F-HR filed 2026-04-22.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 6,244 shares
    Change vs previous 13F -8,489 shares

    0.01% of the 13F portfolio, value $308,261.

    13F-HR 0001420506-26-000702 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 14,733 shares
    Change vs previous 13F -1,211,356 shares

    0.02% of the 13F portfolio, value $806,974.

    13F-HR 0001420506-26-000132 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 1,226,089 shares
    Change vs previous 13F -866,069 shares

    1.88% of the 13F portfolio, value $66,023,895.

    13F-HR 0001420506-25-003180 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 2,092,158 shares
    Change vs previous 13F -1,033,246 shares

    2.7% of the 13F portfolio, value $109,567,350.

    13F-HR 0001420506-25-001714 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 3,125,404 shares
    Change vs previous 13F +1,845,994 shares

    3.77% of the 13F portfolio, value $155,676,342.

    13F-HR 0001420506-25-000829 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 1,279,410 shares
    Change vs previous 13F -25,744 shares

    1.4% of the 13F portfolio, value $61,833,855.

    13F-HR 0001420506-25-000134 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 1,305,154 shares
    Change vs previous 13F -39,091 shares

    1.27% of the 13F portfolio, value $59,149,597.

    13F-HR 0001420506-24-002253 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 1,344,245 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $55,261,941.

    13F-HR 0001420506-24-001201 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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