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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s AdvanSix ASIX Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q2 		$40 Hold
2
– – ﹤0.01% 537
2026
Q1 		$49 Hold
2
– – ﹤0.01% 504
2025
Q4 		$35 Buy
+2
New +$35 ﹤0.01% 530

Other funds holding ASIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
LK
Lumbard & Kellner Hollis, New Hampshire $330M AUM 65.94% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ASIX Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its AdvanSix (ASIX) position steady in Q2 2026 at 2 shares worth $40. The position accounts for ﹤0.01% of the portfolio, ranked #537.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ASIX in Q4 2025 and has held it in 3 quarters since. The position peaked at $49 in Q1 2026. 117 funds tracked by Wall St. Rank hold ASIX as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 2 shares of AdvanSix worth $40 as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its AdvanSix share count unchanged in Q2 2026.
  • AdvanSix made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #537 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in AdvanSix in Q4 2025 and has held it in 3 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s AdvanSix position peaked at $49 in Q1 2026.
  • 117 funds tracked by Wall St. Rank held AdvanSix as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.