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Peak shares owned by Argent Advisors

Quarter-by-quarter ownership of Peak (DOC) shares owned by Argent Advisors from 13F filings

Historical chart of Argent Advisors investment in Peak

Tip: Access up to 7 years of quarterly data

All positions including Peak held by Argent Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Peak by Argent Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 80k 19.15
2019-12-31 $11k 330 33.33

More positions owned by Argent Advisors

Ishares Core Msci Eafe Etf core msci eafe (IEFA)
iShares S&P MidCap 400 Index (IJH)
iShares Russell 2000 Index (IWM)
iShares S&P 500 Index (IVV)
Ishares Tr core div grwth (DGRO)
iShares Lehman 1-3 Year Treas.Bond (SHY)
Invesco S&p 500 Equal Weight Etf (RSP)
First Tr Exchange-traded (RDVI)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
Exxon Mobil Corporation (XOM)
Ishares Inc emrgmkt dividx (DVYE)
First Tr Exchange-traded (KNG)
NVIDIA Corporation (NVDA)

View all positions for Argent Advisors

Top funds holding Peak

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Principal Financial Group
Hanna Zanoni
Geode Capital Management
Invesco
Centersquare Investment Management
Morgan Stanley
Charles Schwab Investment Management
Cullen Capital Management
Dimensional Fund Advisors
Northern Trust
Ubs Global Asset Management Americas

View all funds holding Peak