CFGS
SACH

Concourse Financial Group Securities’s Sachem Capital Corp SACH Stock Holding History

Concourse Financial Group Securities’s Portfolio SACH Stock Details SACH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,737
Closed -$14.4K – 1659
2024
Q4 		$14.4K Buy
11,737
+1,089
+10% +$2.05K ﹤0.01% 1632
2024
Q3 		$26.8K Buy
10,648
+2,255
+27% +$5.69K ﹤0.01% 1434
2024
Q2 		$21.7K Buy
8,393
+3,393
+68% +$10.5K ﹤0.01% 1490
2024
Q1 		$22.3K Hold
5,000
– – ﹤0.01% 1484
2023
Q4 		$19.3K Hold
5,000
– – ﹤0.01% 1501
2023
Q3 		$17.6K Hold
5,000
– – ﹤0.01% 1481
2023
Q2 		$17.4K Buy
+5,000
New +$16.9K ﹤0.01% 1489

Other funds holding SACH

MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $180M AUM 40.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UFA
US Financial Advisors Braintree, Massachusetts $338M AUM 4.11% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Concourse Financial Group Securities's SACH Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Sachem Capital Corp (SACH) in Q1 2025, closing a stake of 11,737 shares — an estimated $14.4K sold.

Concourse Financial Group Securities first reported a position in SACH in Q2 2023 and held it in 7 quarters. The position peaked at $26.8K in Q3 2024. 49 funds tracked by Wall St. Rank hold SACH as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Sachem Capital Corp position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 11,737 Sachem Capital Corp shares in Q1 2025, an estimated $14.4K.
  • Concourse Financial Group Securities first reported a position in Sachem Capital Corp in Q2 2023 and held it in 7 quarters.
  • Concourse Financial Group Securities's Sachem Capital Corp position peaked at $26.8K in Q3 2024.
  • 49 funds tracked by Wall St. Rank held Sachem Capital Corp as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.