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CAMX ADVISORS INNER CIRCLE FD

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CAMBIAR AGGRES (fund)

10 managers (10 13F filers) reported a position in CAMX shares at 2025-12-31, 455,034 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.

Managers
10
13F filers
10
New
1
Added
1
Reduced
1
Sold out
2
Shares held by filers
455,034

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
CAMBIAR INVESTORS LLC392,992$12.4M0.55%+337,99213F-HRTimeline
CDKV HOLDINGS LLC19,032$600K0.5%13F-HRTimeline
Kohmann Bosshard Financial Services, LLC11,482$362K0.03%013F-HRTimeline
Steward Partners Investment Advisory, L…10,868$342K<0.01%013F-HRTimeline
WADDELL & ASSOCIATES, LLC10,604$334K0.02%013F-HRTimeline
Advisory Advocates, LLC8,170$257K0.26%13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,082$34.1K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG642$20.2K<0.01%-7413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY118$3.72K<0.01%013F-HR/ATimelineGroup
Key Financial Inc44$1.37K<0.01%013F-HRTimeline