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Advisory Services Network’s Smith Douglas Homes SDHC Stock Holding History

Advisory Services Network’s Portfolio SDHC Stock Details SDHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.91K Buy
+149
New +$2.45K ﹤0.01% 4150
2025
Q4 		– Sell
-247
Closed -$4.36K – 3825
2025
Q3 		$4.36K Buy
+247
New +$4.83K ﹤0.01% 3578

Other funds holding SDHC

CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Advisory Services Network's SDHC Position: Q1 2026 in Review

Advisory Services Network opened a new position in Smith Douglas Homes (SDHC) in Q1 2026: 149 shares worth $1.91K. The stake represents ﹤0.01% of the portfolio and ranks #4150 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in SDHC as recently as Q3 2025.

Advisory Services Network first reported a position in SDHC in Q3 2025 and has held it in 2 quarters since. The position peaked at $4.36K in Q3 2025. 58 funds tracked by Wall St. Rank hold SDHC as of Q1 2026.

  • Advisory Services Network held 149 shares of Smith Douglas Homes worth $1.91K as of Q1 2026.
  • Smith Douglas Homes was a new Advisory Services Network position in Q1 2026.
  • Smith Douglas Homes made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #4150 holding.
  • Advisory Services Network first reported a position in Smith Douglas Homes in Q3 2025 and has held it in 2 quarters since.
  • Advisory Services Network's Smith Douglas Homes position peaked at $4.36K in Q3 2025.
  • 58 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.