IFG
S icon

Independent Financial Group’s SentinelOne S Stock Holding History

Independent Financial Group’s Portfolio S Stock Details S Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$565K Buy
+33,282
New +$512K 0.01% 944
2024
Q1 		– Sell
-24,133
Closed -$662K – 1052
2023
Q4 		$662K Buy
+24,133
New +$467K 0.04% 481
2022
Q4 		– Sell
-12,948
Closed -$331K – 810
2022
Q3 		$331K Hold
12,948
– – 0.03% 515
2022
Q2 		$302K Buy
12,948
+1,618
+14% +$45.4K 0.03% 504
2022
Q1 		$439K Buy
11,330
+2,397
+27% +$98K 0.04% 468
2021
Q4 		$451K Buy
8,933
+898
+11% +$52.6K 0.04% 448
2021
Q3 		$430K Buy
+8,035
New +$441K 0.04% 406

Other funds holding S

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $921M AUM 207.76% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return