EFS
REGS

Essex Financial Services’s Columbia Large Cap Growth ETF REGS Stock Holding History

Essex Financial Services’s Portfolio REGS Stock Details REGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$118K Hold
10,443
– – 0.01% 825
2026
Q1 		$102K Buy
+10,443
New +$102K 0.01% 781

Other funds holding REGS

LPL Financial
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Essex Financial Services's REGS Position: Q2 2026 in Review

Essex Financial Services held its Columbia Large Cap Growth ETF (REGS) position steady in Q2 2026 at 10,443 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #825.

Essex Financial Services first reported a position in REGS in Q1 2026 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold REGS as of Q2 2026.

  • Essex Financial Services held 10,443 shares of Columbia Large Cap Growth ETF worth $118K as of Q2 2026.
  • Essex Financial Services left its Columbia Large Cap Growth ETF share count unchanged in Q2 2026.
  • Columbia Large Cap Growth ETF made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #825 holding.
  • Essex Financial Services first reported a position in Columbia Large Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held Columbia Large Cap Growth ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.