Founders Financial Securities
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Founders Financial Securities’s Intuit INTU Stock Holding History

Founders Financial Securities’s Portfolio INTU Stock Details INTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$752K Buy
+2,727
New +$857K 0.04% 346
2026
Q2 		– Sell
-2,019
Closed -$730K – 567
2026
Q1 		$730K Sell
2,019
-319
-14% -$152K 0.04% 321
2025
Q4 		$1.55M Buy
2,338
+287
+14% +$190K 0.09% 210
2025
Q3 		$1.4M Buy
2,051
+446
+28% +$322K 0.1% 197
2025
Q2 		$1.26M Buy
1,605
+13
+0.8% +$8.8K 0.1% 202
2025
Q1 		$984K Buy
1,592
+450
+39% +$270K 0.08% 223
2024
Q4 		$718K Buy
1,142
+217
+23% +$139K 0.06% 221
2024
Q3 		$574K Buy
925
+63
+7% +$40.2K 0.05% 246
2024
Q2 		$567K Buy
862
+143
+20% +$88.7K 0.05% 265
2024
Q1 		$467K Buy
719
+26
+4% +$16.6K 0.05% 273
2023
Q4 		$433K Buy
693
+53
+8% +$29.2K 0.05% 265
2023
Q3 		$327K Buy
640
+56
+10% +$28.3K 0.04% 260
2023
Q2 		$268K Buy
+584
New +$256K 0.04% 275

Other funds holding INTU

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Founders Financial Securities's INTU Position: Q3 2026 in Review

Founders Financial Securities opened a new position in Intuit (INTU) in Q3 2026: 2,727 shares worth $752K. The stake represents 0.04% of the portfolio and ranks #346 among its holdings. This is a return to the name: Founders Financial Securities previously reported a position in INTU as recently as Q1 2026.

Founders Financial Securities first reported a position in INTU in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.55M in Q4 2025. 1,097 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Founders Financial Securities held 2,727 shares of Intuit worth $752K as of Q3 2026.
  • Intuit was a new Founders Financial Securities position in Q3 2026.
  • Intuit made up 0.04% of Founders Financial Securities's portfolio in Q3 2026, its #346 holding.
  • Founders Financial Securities first reported a position in Intuit in Q2 2023 and has held it in 13 quarters since.
  • Founders Financial Securities's Intuit position peaked at $1.55M in Q4 2025.
  • 1,097 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Founders Financial Securities's 13F filing for Q3 2026, filed 28 Oct 2026.