ALBION FINANCIAL GROUP /UT
CIK 1054677
13F filing for Q2 2026・No. 1,810
- Holdings
- US$1.73B
- Quarter change
- +US$176.48M
- Entries
- 652
- Net bought (estimate)
- +US$11M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 31
- Sold out 118
- Cut 137
- Added 106
- Corporate actions 4
- Unchanged 373
Largest holdings
647 stocks worth US$1.73B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 345,129 | US$237.04M | 13.73% |
| AAPLAppleCOM | Added | 329,691 | US$95.4M | 5.53% |
| GOOGLAlphabetCAP STK CL A | Added | 187,496 | US$67.01M | 3.88% |
| AMZNAmazonCOM | Cut | 244,260 | US$58.22M | 3.37% |
| ISHARES TRRUS MID CAP ETF | Cut | 519,943 | US$57.36M | 3.32% |
| NVDANvidiaCOM | Cut | 280,015 | US$56.03M | 3.25% |
| MSFTMicrosoftCOM | Cut | 124,796 | US$46.55M | 2.70% |
| ISHARES TRCORE S&P SCP ETF | Cut | 279,009 | US$41.38M | 2.40% |
| VANGUARD SCOTTSDALE FDSINTER TERM TREAS | Added | 670,080 | US$39.52M | 2.29% |
| VANGUARD INTL EQUITY INDEX FALLWRLD EX US | Added | 444,352 | US$37.21M | 2.16% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 22, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.