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Vestmark Advisory Solutions, Inc.: XLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vestmark Advisory Solutions, Inc. on XLF, newest first. How the timeline and the estimate are built.

Vestmark Advisory Solutions, Inc. held 331,388 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 331,388 shares
    Change vs previous 13F +26,494 shares

    0.17% of the 13F portfolio, value $17,765,686.

    13F-HR 0001172661-26-003455 filed by Vestmark Advisory Solutions, 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 304,894 shares
    Change vs previous 13F +140,168 shares

    0.17% of the 13F portfolio, value $15,052,641.

    13F-HR 0001172661-26-002206 filed by Vestmark Advisory Solutions, 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 164,726 shares
    Change vs previous 13F +50,507 shares

    0.12% of the 13F portfolio, value $9,022,035.

    13F-HR 0001172661-26-000526 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 114,219 shares
    Change vs previous 13F -482,743 shares

    0.12% of the 13F portfolio, value $6,152,973.

    13F-HR 0001172661-25-004660 filed by Vestmark Advisory Solutions, Inc.
    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 596,962 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $31,262,886.

    13F-HR 0001172661-25-002918 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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