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First Pacific Financial’s The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF DEMZ Stock Holding History

First Pacific Financial’s Portfolio DEMZ Stock Details DEMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-695
Closed -$29.6K – 668
2025
Q4 		$29.6K Buy
+695
New +$29.6K ﹤0.01% 269

Other funds holding DEMZ

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return
AAG
Accordant Advisory Group Annapolis, Maryland $148M AUM 23.8% 1-Year Est. Return
LNWTC
Laird Norton Wetherby Trust Company Seattle, Washington $4.58B AUM 30.77% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

First Pacific Financial's DEMZ Position: Q1 2026 in Review

First Pacific Financial sold out of The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF (DEMZ) in Q1 2026, closing a stake of 695 shares — an estimated $29.6K sold.

First Pacific Financial first reported a position in DEMZ in Q4 2025 and held it in 1 quarter. The position peaked at $29.6K in Q4 2025. 22 funds tracked by Wall St. Rank hold DEMZ as of Q1 2026.

  • First Pacific Financial reported no remaining The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF position as of Q1 2026 after selling out during the quarter.
  • First Pacific Financial sold 695 The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF shares in Q1 2026, an estimated $29.6K.
  • First Pacific Financial first reported a position in The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF in Q4 2025 and held it in 1 quarter.
  • First Pacific Financial's The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF position peaked at $29.6K in Q4 2025.
  • 22 funds tracked by Wall St. Rank held The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF as of Q1 2026.

Based on First Pacific Financial's 13F filing for Q1 2026, filed 23 Apr 2026.