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 Q3	$438K	Buy	+47,844	New	+$483K	0.1%	209
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

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Drum Hill Capital Westport, Connecticut $121M AUM 37.02% 1-Year Est. Return

Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Pavaki Capital Management Pueblo, Colorado $294M AUM 34.46% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Eagle Harbor Asset Management Seattle, Washington $133M AUM 20.02% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

First Affirmative Financial Network's ERIC Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in Ericsson (ERIC) in Q3 2026: 47,844 shares worth $438K. The stake represents 0.1% of the portfolio and ranks #209 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in ERIC as recently as Q1 2026.

First Affirmative Financial Network first reported a position in ERIC in Q2 2023 and has held it in 12 quarters since. The position peaked at $485K in Q1 2026. 78 funds tracked by Wall St. Rank hold ERIC as of Q3 2026.

First Affirmative Financial Network held 47,844 shares of Ericsson worth $438K as of Q3 2026.
Ericsson was a new First Affirmative Financial Network position in Q3 2026.
Ericsson made up 0.1% of First Affirmative Financial Network's portfolio in Q3 2026, its #209 holding.
First Affirmative Financial Network first reported a position in Ericsson in Q2 2023 and has held it in 12 quarters since.
First Affirmative Financial Network's Ericsson position peaked at $485K in Q1 2026.
78 funds tracked by Wall St. Rank held Ericsson as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.