Fortis Group Advisors’s Boston Beer SAM Stock Holding History

Fortis Group Advisors’s Portfolio SAM Stock Details SAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.46K	Hold	15	–	–	﹤0.01%	469
2026 Q2	$2.66K	Hold	15	–	–	﹤0.01%	484
2026 Q1	$3.46K	Hold	15	–	–	﹤0.01%	460
2025 Q4	$2.93K	Hold	15	–	–	﹤0.01%	470
2025 Q3	$3.17K	Hold	15	–	–	﹤0.01%	429
2025 Q2	$2.86K	Hold	15	–	–	﹤0.01%	426
2025 Q1	$3.58K	Hold	15	–	–	﹤0.01%	378
2024 Q4	$4.5K	Hold	15	–	–	﹤0.01%	373
2024 Q3	$4.34K	Hold	15	–	–	﹤0.01%	364
2024 Q2	$4.58K	Hold	15	–	–	﹤0.01%	360
2024 Q1	$4.57K	Sell	15 -15	-50%	-$5K	﹤0.01%	380
2023 Q4	$10.4K	Buy	30 +15	+100%	+$5.26K	﹤0.01%	295
2023 Q3	$5.84K	Buy	+15	New	+$5.26K	﹤0.01%	274
2020 Q3	$13K	Buy	+15	New	+$11.8K	﹤0.01%	269

Other funds holding SAM

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

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

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fortis Group Advisors's SAM Position: Q3 2026 in Review

Fortis Group Advisors held its Boston Beer (SAM) position steady in Q3 2026 at 15 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Fortis Group Advisors first reported a position in SAM in Q3 2020 and has held it in 14 quarters since. The position peaked at $13K in Q3 2020. 199 funds tracked by Wall St. Rank hold SAM as of Q3 2026.

Fortis Group Advisors held 15 shares of Boston Beer worth $2.46K as of Q3 2026.
Fortis Group Advisors left its Boston Beer share count unchanged in Q3 2026.
Boston Beer made up ﹤0.01% of Fortis Group Advisors's portfolio in Q3 2026, its #469 holding.
Fortis Group Advisors first reported a position in Boston Beer in Q3 2020 and has held it in 14 quarters since.
Fortis Group Advisors's Boston Beer position peaked at $13K in Q3 2020.
199 funds tracked by Wall St. Rank held Boston Beer as of Q3 2026.

Based on Fortis Group Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.