CCA
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Checchi Capital Advisers’s SHF Holdings SHFS Stock Holding History

Checchi Capital Advisers’s Portfolio SHFS Stock Details SHFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$26.4K Hold
31,741
– – ﹤0.01% 603
2025
Q4 		$33.6K Buy
+31,741
New +$79.1K ﹤0.01% 550

Other funds holding SHFS

MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
TC
T3 Companies New York $76.8M AUM
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Checchi Capital Advisers's SHFS Position: Q1 2026 in Review

Checchi Capital Advisers held its SHF Holdings (SHFS) position steady in Q1 2026 at 31,741 shares worth $26.4K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Checchi Capital Advisers first reported a position in SHFS in Q4 2025 and has held it in 2 quarters since. The position peaked at $33.6K in Q4 2025. 12 funds tracked by Wall St. Rank hold SHFS as of Q1 2026.

  • Checchi Capital Advisers held 31,741 shares of SHF Holdings worth $26.4K as of Q1 2026.
  • Checchi Capital Advisers left its SHF Holdings share count unchanged in Q1 2026.
  • SHF Holdings made up ﹤0.01% of Checchi Capital Advisers's portfolio in Q1 2026, its #603 holding.
  • Checchi Capital Advisers first reported a position in SHF Holdings in Q4 2025 and has held it in 2 quarters since.
  • Checchi Capital Advisers's SHF Holdings position peaked at $33.6K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held SHF Holdings as of Q1 2026.

Based on Checchi Capital Advisers's 13F filing for Q1 2026, filed 4 May 2026.