626 Financial’s Ericsson ERIC Stock Holding History

626 Financial’s Portfolio ERIC Stock Details ERIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$105K	Hold	11,460	–	–	0.04%	129
2026 Q2	$128K	Hold	11,460	–	–	0.05%	126
2026 Q1	$129K	Hold	11,460	–	–	0.06%	120
2025 Q4	$111K	Hold	11,460	–	–	0.05%	120
2025 Q3	$94.8K	Hold	11,460	–	–	0.04%	115
2025 Q2	$97.2K	Hold	11,460	–	–	0.05%	110
2025 Q1	$88.9K	Hold	11,460	–	–	0.05%	104
2024 Q4	$92.4K	Hold	11,460	–	–	0.05%	108
2024 Q3	$86.9K	Hold	11,460	–	–	0.05%	114
2024 Q2	$70.7K	Hold	11,460	–	–	0.04%	105
2024 Q1	$63.1K	Hold	11,460	–	–	0.04%	105
2023 Q4	$72.2K	Buy	+11,460	New	+$58.1K	0.05%	100

Other funds holding ERIC

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $1.07B AUM 35.83% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Azzad Asset Management Falls Church, Virginia $1.11B AUM 30.88% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

626 Financial's ERIC Position: Q3 2026 in Review

626 Financial held its Ericsson (ERIC) position steady in Q3 2026 at 11,460 shares worth $105K. The position accounts for 0.04% of the portfolio, ranked #129.

626 Financial first reported a position in ERIC in Q4 2023 and has held it in 12 quarters since. The position peaked at $129K in Q1 2026. 181 funds tracked by Wall St. Rank hold ERIC as of Q3 2026.

626 Financial held 11,460 shares of Ericsson worth $105K as of Q3 2026.
626 Financial left its Ericsson share count unchanged in Q3 2026.
Ericsson made up 0.04% of 626 Financial's portfolio in Q3 2026, its #129 holding.
626 Financial first reported a position in Ericsson in Q4 2023 and has held it in 12 quarters since.
626 Financial's Ericsson position peaked at $129K in Q1 2026.
181 funds tracked by Wall St. Rank held Ericsson as of Q3 2026.

Based on 626 Financial's 13F filing for Q3 2026, filed 4 Nov 2026.