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Godfrey Financial Associates’s Ericsson ERIC Stock Holding History

Godfrey Financial Associates’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
Q2 		$167 Hold
15
– – ﹤0.01% 1021
2026
Q1 		$169 Hold
15
– – ﹤0.01% 1026
2025
Q4 		$145 Buy
+15
New +$142 ﹤0.01% 1018

Other funds holding ERIC

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Godfrey Financial Associates's ERIC Position: Q2 2026 in Review

Godfrey Financial Associates held its Ericsson (ERIC) position steady in Q2 2026 at 15 shares worth $167. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

Godfrey Financial Associates first reported a position in ERIC in Q4 2025 and has held it in 3 quarters since. The position peaked at $169 in Q1 2026. 389 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • Godfrey Financial Associates held 15 shares of Ericsson worth $167 as of Q2 2026.
  • Godfrey Financial Associates left its Ericsson share count unchanged in Q2 2026.
  • Ericsson made up ﹤0.01% of Godfrey Financial Associates's portfolio in Q2 2026, its #1021 holding.
  • Godfrey Financial Associates first reported a position in Ericsson in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's Ericsson position peaked at $169 in Q1 2026.
  • 389 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.