Financial Network Wealth Advisors’s Simon Property Group SPG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$16.8K Buy
75
+1
+1% +$206 0.02% 427
2026
Q1
$13.8K Hold
74
0.01% 432
2025
Q4
$13.7K Buy
74
+5
+7% +$908 0.01% 434
2025
Q3
$12.9K Hold
69
0.01% 421
2025
Q2
$11.1K Hold
69
0.01% 421
2025
Q1
$11.5K Buy
69
+48
+229% +$8.39K 0.02% 398
2024
Q4
$3.62K Buy
+21
New +$3.69K 0.01% 374
2024
Q3
Sell
-122
Closed -$18.5K 978
2024
Q2
$18.5K Buy
+122
New +$18K 0.01% 411

Other funds holding SPG

Financial Network Wealth Advisors's SPG Position: Q2 2026 in Review

Financial Network Wealth Advisors increased its Simon Property Group (SPG) stake by 1.4% in Q2 2026, buying an estimated $206 and bringing the position to 75 shares worth $16.8K. The position accounts for 0.02% of the portfolio, ranked #427.

Financial Network Wealth Advisors first reported a position in SPG in Q2 2024 and has held it in 8 quarters since. The position peaked at $18.5K in Q2 2024. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Financial Network Wealth Advisors held 75 shares of Simon Property Group worth $16.8K as of Q2 2026.
  • Financial Network Wealth Advisors bought 1 Simon Property Group share in Q2 2026, an estimated $206.
  • Simon Property Group made up 0.02% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #427 holding.
  • Financial Network Wealth Advisors first reported a position in Simon Property Group in Q2 2024 and has held it in 8 quarters since.
  • Financial Network Wealth Advisors's Simon Property Group position peaked at $18.5K in Q2 2024.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.