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Cassilly Financial Group’s Amazon AMZN Stock Holding History

Cassilly Financial Group’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$478K Buy
1,918
+558
+41% +$142K 0.32% 53
2026
Q2 		$324K Buy
1,360
+353
+35% +$88.6K 0.24% 59
2026
Q1 		$210K Buy
1,007
+29
+3% +$6.38K 0.18% 62
2025
Q4 		$226K Buy
+978
New +$224K 0.2% 59

Other funds holding AMZN

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Cassilly Financial Group's AMZN Position: Q3 2026 in Review

Cassilly Financial Group increased its Amazon (AMZN) stake by 41% in Q3 2026, buying an estimated $142K and bringing the position to 1,918 shares worth $478K. The position accounts for 0.32% of the portfolio, ranked #53.

Cassilly Financial Group first reported a position in AMZN in Q4 2025 and has held it in 4 quarters since. 199 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Cassilly Financial Group held 1,918 shares of Amazon worth $478K as of Q3 2026.
  • Cassilly Financial Group bought 558 Amazon shares in Q3 2026, an estimated $142K.
  • Amazon made up 0.32% of Cassilly Financial Group's portfolio in Q3 2026, its #53 holding.
  • Cassilly Financial Group first reported a position in Amazon in Q4 2025 and has held it in 4 quarters since.
  • 199 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.