Who owns VALUE STOCK INDEX PORTFOLIO?

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Analyze quarterly positions in Value Stock Index Portfolio with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Value Stock Index Portfolio stock

Who bought or sold VALUE STOCK INDEX PORTFOLIO this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Renaissance Technologies 13k $85k 2% Mar 2026
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Serenus Wealth Advisors 4.3k $321k -1% Mar 2026
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Citigroup 207.00 $1.3k 100% Mar 2026
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SBI Securities 144.00 $938.995200 0% Mar 2026
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Morgan Stanley 113.00 $736.997300 -19% Mar 2026
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UBS Group 100.00 $652.000000 -67% Mar 2026
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Rhumbline Advisers 22.00 $141.999000 0% Mar 2026
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Who sold out of Value Stock Index Portfolio?

Fund or Company Name Date Sold Shares Held Valued At
Susquehanna International Dec 2025 32k $82k
Parafestas Anastasios Dec 2025 14k $35k