Brandywine Financial Group’s The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF DEMZ Stock Holding History

Brandywine Financial Group’s Portfolio DEMZ Stock Details DEMZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-5,659	Closed	-$241K	–	38
2025 Q4	$241K	Buy	+5,659	New	+$241K	0.52%	13

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AAG

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LNWTC

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Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Brandywine Financial Group's DEMZ Position: Q1 2026 in Review

Brandywine Financial Group sold out of The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF (DEMZ) in Q1 2026, closing a stake of 5,659 shares — an estimated $241K sold.

Brandywine Financial Group first reported a position in DEMZ in Q4 2025 and held it in 1 quarter. The position peaked at $241K in Q4 2025. 22 funds tracked by Wall St. Rank hold DEMZ as of Q1 2026.

Brandywine Financial Group reported no remaining The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF position as of Q1 2026 after selling out during the quarter.
Brandywine Financial Group sold 5,659 The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF shares in Q1 2026, an estimated $241K.
Brandywine Financial Group first reported a position in The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF in Q4 2025 and held it in 1 quarter.
Brandywine Financial Group's The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF position peaked at $241K in Q4 2025.
22 funds tracked by Wall St. Rank held The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF as of Q1 2026.

Based on Brandywine Financial Group's 13F filing for Q1 2026, filed 10 Jun 2026.