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Cassilly Financial Group’s NVIDIA NVDA Stock Holding History

Cassilly Financial Group’s Portfolio NVDA Stock Details NVDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$762K Buy
3,336
+1,364
+69% +$292K 0.51% 39
2026
Q2 		$395K Buy
1,972
+771
+64% +$159K 0.29% 53
2026
Q1 		$209K Buy
+1,201
New +$220K 0.18% 63

Other funds holding NVDA

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

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

Cassilly Financial Group increased its NVIDIA (NVDA) stake by 69% in Q3 2026, buying an estimated $292K and bringing the position to 3,336 shares worth $762K. The position accounts for 0.51% of the portfolio, ranked #39.

Cassilly Financial Group first reported a position in NVDA in Q1 2026 and has held it in 3 quarters since. 205 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Cassilly Financial Group held 3,336 shares of NVIDIA worth $762K as of Q3 2026.
  • Cassilly Financial Group bought 1,364 NVIDIA shares in Q3 2026, an estimated $292K.
  • NVIDIA made up 0.51% of Cassilly Financial Group's portfolio in Q3 2026, its #39 holding.
  • Cassilly Financial Group first reported a position in NVIDIA in Q1 2026 and has held it in 3 quarters since.
  • 205 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

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