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Capital Advisors Ltd’s Global Industrial GIC Stock Holding History

Capital Advisors Ltd’s Portfolio GIC Stock Details GIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$0 Hold
10
– – ﹤0.01% 1448
2026
Q1 		$0 Hold
10
– – ﹤0.01% 1456
2025
Q4 		$0 Hold
10
– – ﹤0.01% 1431
2025
Q3 		$0 Hold
10
– – ﹤0.01% 1434
2025
Q2 		$0 Buy
+10
New +$251 ﹤0.01% 1447
2022
Q2 		– Sell
-5
Closed – – 1115
2022
Q1 		$0 Buy
+5
New +$169 ﹤0.01% 1019

Other funds holding GIC

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Capital Advisors Ltd's GIC Position: Q2 2026 in Review

Capital Advisors Ltd held its Global Industrial (GIC) position steady in Q2 2026 at 10 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1448.

Capital Advisors Ltd first reported a position in GIC in Q1 2022 and has held it in 6 quarters since. 12 funds tracked by Wall St. Rank hold GIC as of Q2 2026.

  • Capital Advisors Ltd held 10 shares of Global Industrial worth $0 as of Q2 2026.
  • Capital Advisors Ltd left its Global Industrial share count unchanged in Q2 2026.
  • Global Industrial made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1448 holding.
  • Capital Advisors Ltd first reported a position in Global Industrial in Q1 2022 and has held it in 6 quarters since.
  • 12 funds tracked by Wall St. Rank held Global Industrial as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.