Capital Advisors Ltd
ROL icon

Capital Advisors Ltd’s Rollins ROL Stock Holding History

Capital Advisors Ltd’s Portfolio ROL Stock Details ROL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$247K Buy
8,217
+171
+2% +$6.42K 0.03% 274
2026
Q2 		$336K Sell
8,046
-188
-2% -$9.6K 0.03% 238
2026
Q1 		$440K Buy
8,234
+143
+2% +$8.51K 0.05% 186
2025
Q4 		$486K Buy
8,091
+1
+0% +$59 0.05% 175
2025
Q3 		$475K Buy
8,090
+1
+0% +$57 0.05% 175
2025
Q2 		$456K Buy
8,089
+1
+0% +$56 0.06% 173
2025
Q1 		$437K Buy
8,088
+1
+0% +$50 0.06% 169
2024
Q4 		$375K Buy
8,087
+42
+0.5% +$2.06K 0.05% 191
2024
Q3 		$407K Buy
8,045
+168
+2% +$8.3K 0.05% 185
2024
Q2 		$384K Buy
7,877
+167
+2% +$7.71K 0.05% 184
2024
Q1 		$357K Buy
7,710
+201
+3% +$8.86K 0.05% 197
2023
Q4 		$328K Buy
7,509
+451
+6% +$17.6K 0.05% 198
2023
Q3 		$263K Buy
7,058
+247
+4% +$10K 0.04% 217
2023
Q2 		$292K Buy
6,811
+311
+5% +$12.6K 0.04% 208
2023
Q1 		$244K Sell
6,500
-133
-2% -$4.8K 0.04% 207
2022
Q4 		$242K Buy
6,633
+96
+1% +$3.73K 0.04% 205
2022
Q3 		$227K Buy
6,537
+823
+14% +$29.7K 0.04% 207
2022
Q2 		$200K Buy
5,714
+927
+19% +$31.8K 0.04% 230
2022
Q1 		$168K Buy
4,787
+2,501
+109% +$81.1K 0.03% 259
2021
Q4 		$78K Buy
+2,286
New +$80K 0.01% 324

Other funds holding ROL

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
JLB & Associates
JLB & Associates Plymouth, Michigan $740M AUM 13.25% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
S.E.E.D. Planning Group
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

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

Capital Advisors Ltd increased its Rollins (ROL) stake by 2.1% in Q3 2026, buying an estimated $6.42K and bringing the position to 8,217 shares worth $247K. The position accounts for 0.03% of the portfolio, ranked #274.

Capital Advisors Ltd first reported a position in ROL in Q4 2021 and has held it in 20 quarters since. The position peaked at $486K in Q4 2025. 213 funds tracked by Wall St. Rank hold ROL as of Q3 2026.

  • Capital Advisors Ltd held 8,217 shares of Rollins worth $247K as of Q3 2026.
  • Capital Advisors Ltd bought 171 Rollins shares in Q3 2026, an estimated $6.42K.
  • Rollins made up 0.03% of Capital Advisors Ltd's portfolio in Q3 2026, its #274 holding.
  • Capital Advisors Ltd first reported a position in Rollins in Q4 2021 and has held it in 20 quarters since.
  • Capital Advisors Ltd's Rollins position peaked at $486K in Q4 2025.
  • 213 funds tracked by Wall St. Rank held Rollins as of Q3 2026.

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