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Disclosery

Stack Financial Management, Inc: SH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stack Financial Management, Inc on SH, newest first. How the timeline and the estimate are built.

Stack Financial Management, Inc held 2,776,433 SH shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,776,433 shares
    Change vs previous 13F -1,046,587 shares

    7.15% of the 13F portfolio, value $91,677,818.

    13F-HR 0001308685-26-000007 filed by Stack Financial Management, Inc
    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 3,823,020 shares
    Change vs previous 13F +1,317,150 shares

    10.65% of the 13F portfolio, value $145,007,149.

    13F-HR 0001308685-26-000005 filed by Stack Financial Management, Inc
    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 2,505,870 shares
    Change vs previous 13F +2,505,870 shares

    6.89% of the 13F portfolio, value $90,286,497.

    13F-HR 0001308685-26-000002 filed by Stack Financial Management, Inc
    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 0 shares
    Change vs previous 13F -1,248,568 shares

    13F-HR 0001308685-25-000009 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-03-31
    13F 1,248,568 shares
    Change vs previous 13F not available

    4.63% of the 13F portfolio, value $55,636,191.

    13F-HR 0001308685-25-000007 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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