SAGP ADVISORS INNER CIRCLE FD III
FollowSTRATEGAS GBL PO (fund)
17 managers (17 13F filers) reported a position in SAGP shares at 2026-06-30, 1,555,380 shares in all. 2 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 17
- 13F filers
- 17
- New
- 2
- Added
- 5
- Reduced
- 5
- Sold out
- 0
- Shares held by filers
- 1,555,380
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, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Baird Financial Group, Inc.in group Baird Financial Group, Inc. | 673,242 | $23.9M | 0.03% | -24,118 | 13F-HRTimelineGroup |
| ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC | 524,757 | $18.6M | <0.01% | +21,518 | 13F-HRTimelineGroup |
| Archford Capital Strategies, LLC | 113,870 | $4.04M | 0.41% | +4,644 | 13F-HRTimeline |
| Greenwich Wealth Management LLC | 97,507 | $3.46M | 0.13% | -2,335 | 13F-HRTimeline |
| Triangle Securities Wealth Management | 72,141 | $2.56M | 0.51% | -2,347 | 13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them. |
| Cambridge Advisors Inc. | 18,839 | $669K | 0.11% | -400 | 13F-HRTimeline |
| BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/ | 14,989 | $532K | <0.01% | +5,959 | 13F-HRTimelineGroup |
| Fiduciary Trust Coin group Fiduciary Trust Co | 13,420 | $476K | 0.01% | 0 | 13F-HRTimelineGroup |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 12,654 | $449K | <0.01% | -3,920 | 13F-HRTimelineGroup |
| Nuveen, LLCin group TIAA | 6,085 | $216K | <0.01% | new | 13F-HRTimelineGroup |
| QUANTIFY CHAOS ADVISORS, LLC | 5,976 | $212K | 0.6% | +21 | 13F-HRTimeline |
| Allworth Financial LP | 650 | $23.1K | <0.01% | 0 | 13F-HRTimeline |
| GAMMA Investing LLC | 514 | $18.2K | <0.01% | +148 | 13F-HRTimeline |
| Parallel Advisors, LLC | 500 | $17.8K | <0.01% | 0 | 13F-HRTimeline |
| JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP | 152 | $5.33K | <0.01% | new | 13F-HRTimelineGroup |
| US BANCORP \DE\in group US BANCORP \DE\ | 84 | $2.98K | <0.01% | 0 | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 0 | $13 | <0.01% | 0 | 13F-HRTimelineGroupAmount filed as zero, left out of ratios. |