Financial Perspectives’s AdvanSix ASIX Stock Holding History

Financial Perspectives’s Portfolio ASIX Stock Details ASIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$175	Hold	11	–	–	﹤0.01%	712
2026 Q2	$219	Hold	11	–	–	﹤0.01%	709
2026 Q1	$268	Hold	11	–	–	﹤0.01%	692
2025 Q4	$190	Hold	11	–	–	﹤0.01%	694
2025 Q3	$213	Hold	11	–	–	﹤0.01%	698
2025 Q2	$261	Hold	11	–	–	﹤0.01%	689
2025 Q1	$249	Hold	11	–	–	﹤0.01%	695
2024 Q4	$313	Hold	11	–	–	﹤0.01%	690
2024 Q3	$334	Hold	11	–	–	﹤0.01%	649
2024 Q2	$252	Hold	11	–	–	﹤0.01%	648
2024 Q1	$315	Hold	11	–	–	﹤0.01%	638
2023 Q4	$330	Hold	11	–	–	﹤0.01%	663
2023 Q3	$342	Hold	11	–	–	﹤0.01%	672
2023 Q2	$385	Hold	11	–	–	﹤0.01%	651
2023 Q1	$421	Hold	11	–	–	﹤0.01%	650
2022 Q4	$418	Hold	11	–	–	﹤0.01%	645
2022 Q3	$353	Hold	11	–	–	﹤0.01%	662
2022 Q2	$368	Hold	11	–	–	﹤0.01%	661
2022 Q1	$562	Hold	11	–	–	﹤0.01%	658
2021 Q4	$520	Hold	11	–	–	﹤0.01%	627
2021 Q3	$437	Hold	11	–	–	﹤0.01%	629
2021 Q2	$328	Hold	11	–	–	﹤0.01%	645
2021 Q1	$295	Hold	11	–	–	﹤0.01%	616
2020 Q4	$220	Hold	11	–	–	﹤0.01%	589
2020 Q3	$142	Hold	11	–	–	﹤0.01%	551
2020 Q2	$129	Hold	11	–	–	﹤0.01%	540
2020 Q1	$105	Sell	11 -4	-27%	-$62	﹤0.01%	520
2019 Q4	$299	Buy	+15	New	+$328	﹤0.01%	502

Other funds holding ASIX

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Financial Perspectives's ASIX Position: Q3 2026 in Review

Financial Perspectives held its AdvanSix (ASIX) position steady in Q3 2026 at 11 shares worth $175. The position accounts for ﹤0.01% of the portfolio, ranked #712.

Financial Perspectives first reported a position in ASIX in Q4 2019 and has held it in 28 quarters since. The position peaked at $562 in Q1 2022. 150 funds tracked by Wall St. Rank hold ASIX as of Q3 2026.

Financial Perspectives held 11 shares of AdvanSix worth $175 as of Q3 2026.
Financial Perspectives left its AdvanSix share count unchanged in Q3 2026.
AdvanSix made up ﹤0.01% of Financial Perspectives's portfolio in Q3 2026, its #712 holding.
Financial Perspectives first reported a position in AdvanSix in Q4 2019 and has held it in 28 quarters since.
Financial Perspectives's AdvanSix position peaked at $562 in Q1 2022.
150 funds tracked by Wall St. Rank held AdvanSix as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.