Strategic Financial Services, Inc.
CIK 1432539
13F filing for Q2 2026・No. 8,821
- Holdings
- US$158
- Quarter change
- −US$2.1B
- Entries
- 229,522
- Net bought (estimate)
- −US$29.51M
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 10
- Sold out 5
- Cut 62
- Added 20
- Corporate actions 0
- Unchanged 63
Largest holdings
155 stocks worth US$2.28B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ISHARES TRINTL EQTY FACTOR | Cut | 8,625,214 | US$353.29M | 15.49% |
| ISHARES TRUS SML CAP EQT | Cut | 3,777,784 | US$336.75M | 14.76% |
| ISHARES TRU S EQUITY FACTR | Cut | 3,975,040 | US$300.63M | 13.18% |
| VANGUARD SCOTTSDALE FDSINTER TERM TREAS | Added | 2,797,607 | US$165M | 7.23% |
| ISHARES INCEMNG MKTS EQT | Cut | 1,774,234 | US$129.98M | 5.70% |
| VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD | Added | 1,534,255 | US$121.25M | 5.32% |
| VANGUARD MALVERN FDSSTRM INFPROIDX | Added | 1,543,640 | US$77.54M | 3.40% |
| VANGUARD SCOTTSDALE FDSLONG TERM TREAS | Added | 1,336,405 | US$73.74M | 3.23% |
| VANGUARD SCOTTSDALE FDSINT-TERM CORP | Added | 885,012 | US$73.15M | 3.21% |
| ISHARES TRMSCI USA MMENTM | Cut | 206,900 | US$70.93M | 3.11% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 24, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.