Capital Advisors Ltd
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Capital Advisors Ltd’s Booz Allen Hamilton BAH Stock Holding History

Capital Advisors Ltd’s Portfolio BAH Stock Details BAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$31K Hold
451
– – ﹤0.01% 602
2026
Q2 		$27K Sell
451
-408
-47% -$31.1K ﹤0.01% 622
2026
Q1 		$67K Buy
859
+1
+0.1% +$84 0.01% 447
2025
Q4 		$72K Sell
858
-15
-2% -$1.34K 0.01% 423
2025
Q3 		$87K Hold
873
– – 0.01% 390
2025
Q2 		$91K Hold
873
– – 0.01% 360
2025
Q1 		$91K Hold
873
– – 0.01% 354
2024
Q4 		$112K Hold
873
– – 0.01% 329
2024
Q3 		$142K Sell
873
-2
-0.2% -$306 0.02% 307
2024
Q2 		$135K Sell
875
-1
-0.1% -$150 0.02% 312
2024
Q1 		$130K Buy
876
+3
+0.3% +$422 0.02% 317
2023
Q4 		$112K Hold
873
– – 0.02% 322
2023
Q3 		$95K Hold
873
– – 0.01% 333
2023
Q2 		$97K Hold
873
– – 0.01% 340
2023
Q1 		$81K Sell
873
-12
-1% -$1.14K 0.01% 330
2022
Q4 		$93K Sell
885
-16
-2% -$1.66K 0.02% 320
2022
Q3 		$83K Buy
901
+43
+5% +$4.08K 0.02% 329
2022
Q2 		$78K Hold
858
– – 0.01% 319
2022
Q1 		$75K Buy
858
+404
+89% +$33.2K 0.01% 336
2021
Q4 		$38K Buy
454
+3
+0.7% +$253 0.01% 378
2021
Q3 		$36K Sell
451
-151
-25% -$12.6K 0.01% 345
2021
Q2 		$51K Hold
602
– – 0.01% 314
2021
Q1 		$48K Hold
602
– – 0.01% 296
2020
Q4 		$52K Hold
602
– – 0.01% 280
2020
Q3 		$50K Sell
602
-751
-56% -$61.5K 0.01% 278
2020
Q2 		$105K Sell
1,353
-451
-25% -$34.1K 0.03% 210
2020
Q1 		$124K Hold
1,804
– – 0.04% 182
2019
Q4 		$128K Hold
1,804
– – 0.03% 188
2019
Q3 		$128K Hold
1,804
– – 0.04% 177
2019
Q2 		$119K Hold
1,804
– – 0.03% 190
2019
Q1 		$105K Hold
1,804
– – 0.03% 209
2018
Q4 		$81K Hold
1,804
– – 0.02% 227
2018
Q3 		$90K Buy
+1,804
New +$88K 0.03% 237

Other funds holding BAH

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Westbourne Investment Advisors
Westbourne Investment Advisors Annapolis, Maryland $378M AUM 18.11% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Capital Advisors Ltd's BAH Position: Q3 2026 in Review

Capital Advisors Ltd held its Booz Allen Hamilton (BAH) position steady in Q3 2026 at 451 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

Capital Advisors Ltd first reported a position in BAH in Q3 2018 and has held it in 33 quarters since. The position peaked at $142K in Q3 2024. 153 funds tracked by Wall St. Rank hold BAH as of Q3 2026.

  • Capital Advisors Ltd held 451 shares of Booz Allen Hamilton worth $31K as of Q3 2026.
  • Capital Advisors Ltd left its Booz Allen Hamilton share count unchanged in Q3 2026.
  • Booz Allen Hamilton made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q3 2026, its #602 holding.
  • Capital Advisors Ltd first reported a position in Booz Allen Hamilton in Q3 2018 and has held it in 33 quarters since.
  • Capital Advisors Ltd's Booz Allen Hamilton position peaked at $142K in Q3 2024.
  • 153 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.