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Managed Portfolio Ser shares owned by Colony

Quarter-by-quarter ownership of Managed Portfolio Ser (TOGA) shares owned by Colony from 13F filings

Historical chart of Colony investment in Managed Portfolio Ser

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All positions including Managed Portfolio Ser held by Colony consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Managed Portfolio Ser by Colony

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.0M 38k 27.22
2025-12-31 $474k 14k 34.27

More positions owned by Colony

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr State Street Tec (XLK)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Valued Advisers Tr Kovitz Core Eqt (EQTY)
Broadcom (AVGO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ea Series Trust Ea Bridgeway Omn (BSVO)

View all positions for Colony

Top funds holding Managed Portfolio Ser

TRB Advisors
Colony
Royal Bank of Canada
Jane Street
IFP Advisors
Parkside Financial Bank & Trust

View all funds holding Managed Portfolio Ser