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Series Portfolios Tr shares owned by Roxbury Financial

Quarter-by-quarter ownership of Series Portfolios Tr (BNDS) shares owned by Roxbury Financial from 13F filings

Historical chart of Roxbury Financial investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by Roxbury Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by Roxbury Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.5k 49 50.43

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International Business Machs Stock (IBM)
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View all positions for Roxbury Financial

Top funds holding Series Portfolios Tr

Independent Financial Group
Jane Street
Davenport & Co
Infrastructure Capital Advisors
National Asset Management
HighTower Advisors
Trask Adam Roland
Royal Bank of Canada
UBS Group
Roxbury Financial
Osbon Capital Management
Wells Fargo & Company

View all funds holding Series Portfolios Tr