First Affirmative Financial Network’s Ericsson ERIC Stock Holding History

First Affirmative Financial Network’s Portfolio ERIC Stock Details ERIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$485K	Buy	+43,020	New	+$466K	0.19%	133
2025 Q3	$322K	Buy	38,913 +2,418	+7%	+$18.9K	0.15%	173
2025 Q2	$309K	Sell	36,495 -1,958	-5%	-$16.1K	0.16%	167
2025 Q1	$298K	Sell	38,453 -1,729	-4%	-$14K	0.18%	160
2024 Q4	$324K	Buy	40,182 +1,798	+5%	+$14.6K	0.19%	147
2024 Q3	$291K	Buy	38,384 +7,245	+23%	+$50.7K	0.16%	176
2024 Q2	$192K	Buy	31,139 +4,785	+18%	+$26.7K	0.13%	231
2024 Q1	$145K	Buy	26,354 +2,268	+9%	+$12.8K	0.11%	230
2023 Q4	$152K	Buy	24,086 +4,351	+22%	+$22.1K	0.12%	218
2023 Q3	$95.9K	Buy	19,735 +6,815	+53%	+$34.7K	0.09%	195
2023 Q2	$70.4K	Buy	+12,920	New	+$69.3K	0.07%	186

Other funds holding ERIC

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Affirmative Financial Network's ERIC Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in Ericsson (ERIC) in Q1 2026: 43,020 shares worth $485K. The stake represents 0.19% of the portfolio and ranks #133 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in ERIC as recently as Q3 2025.

First Affirmative Financial Network first reported a position in ERIC in Q2 2023 and has held it in 11 quarters since. 372 funds tracked by Wall St. Rank hold ERIC as of Q1 2026.

First Affirmative Financial Network held 43,020 shares of Ericsson worth $485K as of Q1 2026.
Ericsson was a new First Affirmative Financial Network position in Q1 2026.
Ericsson made up 0.19% of First Affirmative Financial Network's portfolio in Q1 2026, its #133 holding.
First Affirmative Financial Network first reported a position in Ericsson in Q2 2023 and has held it in 11 quarters since.
372 funds tracked by Wall St. Rank held Ericsson as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.