Pacific Capital Wealth Advisors »

SRS shares owned by Pacific Capital Wealth Advisors

Quarter-by-quarter ownership of SRS (SRS) shares owned by Pacific Capital Wealth Advisors from 13F filings

Historical chart of Pacific Capital Wealth Advisors investment in SRS

Tip: Access up to 7 years of quarterly data

All positions including SRS held by Pacific Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SRS by Pacific Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.8k 525 11.07
2024-06-30 $47k 3.1k 15.13
2024-03-31 $45k 3.1k 14.57
2023-12-31 $44k 3.1k 14.28

More positions owned by Pacific Capital Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Ishares Biotech (IBB)
Apple (AAPL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Pacific Capital Wealth Advisors

Top funds holding SRS

Susquehanna International
Citadel Advisors
Tower Research Capital
Hollencrest Securities
Simplex Trading
Pacific Capital Wealth Advisors
Strategic Investment Solutions
St. Johns Investment Management Company
Barclays
Jpmorgan Chase & Co
William Blair $ Company
Morgan Stanley
Parallel Advisors
Hexagon Capital Partners

View all funds holding SRS