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SAGP ADVISORS INNER CIRCLE FD III

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STRATEGAS GBL PO (fund)

16 managers (16 13F filers) reported a position in SAGP shares at 2026-03-31, 1,563,315 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.

Managers
16
13F filers
16
New
3
Added
5
Reduced
3
Sold out
2
Shares held by filers
1,563,315

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Baird Financial Group, Inc.in group Baird Financial Group, Inc.697,360$23.9M0.04%+73,43313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC503,239$17.3M<0.01%+22,93813F-HRTimelineGroup
Archford Capital Strategies, LLC109,226$3.75M0.43%+94,79013F-HRTimeline
Greenwich Wealth Management LLC99,842$3.43M0.14%+22,17313F-HRTimeline
Triangle Securities Wealth Management74,488$2.56M0.58%-16013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cambridge Advisors Inc.19,239$660K0.13%-13213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC16,574$569K<0.01%new13F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co13,420$460K0.01%013F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC13,342$458K0.03%+1413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/9,030$310K<0.01%new13F-HRTimelineGroup
QUANTIFY CHAOS ADVISORS, LLC5,955$204K0.64%new13F-HRTimeline
Allworth Financial LP650$22.3K<0.01%013F-HRTimeline
Parallel Advisors, LLC500$17.2K<0.01%013F-HR/ATimeline
GAMMA Investing LLC366$12.6K<0.01%-8313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\84$2.88K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.0$13<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.