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Porch Group shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Porch Group (PRCH) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Porch Group

Tip: Access up to 7 years of quarterly data

All positions including Porch Group held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Porch Group by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $92k 30k 3.08
2023-09-30 $67k 84k 0.80
2023-06-30 $36k 26k 1.38
2023-03-31 $38k 26k 1.43
2022-06-30 $1.0k 356 2.81
2022-03-31 $2.0k 257 7.78
2021-12-31 $0 13 0.00

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Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
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Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

Top funds holding Porch Group

Fidelity National Financial
Vanguard Group
Portolan Capital Management
Marshall Wace
Millennium Management
Jane Street
D. E. Shaw & Co
GSA Capital Partners
Goldman Sachs Group
Bank of New York Mellon
Citadel Advisors
Moody National Bank Trust Division
Bank Of Montreal
Citigroup
Schneider Downs Wealth Management Advisors

View all funds holding Porch Group