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Evolve Private Wealth’s Central Securities Corp CET Stock Holding History

Evolve Private Wealth’s Portfolio CET Stock Details CET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.45M Sell
46,777
-2,820
-6% -$148K 0.15% 129
2026
Q1 		$2.46M Sell
49,597
-115
-0.2% -$5.91K 0.13% 146
2025
Q4 		$2.52M Buy
+49,712
New +$2.52M 0.15% 123

Other funds holding CET

AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
CIC
Chilton Investment Company Stamford, Connecticut $4.17B AUM 1.75% 1-Year Est. Return
BCM
Brasada Capital Management Houston, Texas $558M AUM 21.68% 1-Year Est. Return
TWML
Todd Wealth Management, LLC Venice, Florida $132M AUM

Evolve Private Wealth's CET Position: Q2 2026 in Review

Evolve Private Wealth reduced its Central Securities Corp (CET) stake by 5.7% in Q2 2026, selling an estimated $148K and leaving 46,777 shares worth $2.45M. The position accounts for 0.15% of the portfolio, ranked #129.

Evolve Private Wealth first reported a position in CET in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.52M in Q4 2025. 100 funds tracked by Wall St. Rank hold CET as of Q2 2026.

  • Evolve Private Wealth held 46,777 shares of Central Securities Corp worth $2.45M as of Q2 2026.
  • Evolve Private Wealth sold 2,820 Central Securities Corp shares in Q2 2026, an estimated $148K.
  • Central Securities Corp made up 0.15% of Evolve Private Wealth's portfolio in Q2 2026, its #129 holding.
  • Evolve Private Wealth first reported a position in Central Securities Corp in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Central Securities Corp position peaked at $2.52M in Q4 2025.
  • 100 funds tracked by Wall St. Rank held Central Securities Corp as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.