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Independent Financial Group’s Scansource SCSC Stock Holding History

Independent Financial Group’s Portfolio SCSC Stock Details SCSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5,332
Closed -$235K – 1479
2025
Q3 		$235K Buy
+5,332
New +$227K 0.01% 1212

Other funds holding SCSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Independent Financial Group's SCSC Position: Q4 2025 in Review

Independent Financial Group sold out of Scansource (SCSC) in Q4 2025, closing a stake of 5,332 shares — an estimated $235K sold.

Independent Financial Group first reported a position in SCSC in Q3 2025 and held it in 1 quarter. The position peaked at $235K in Q3 2025. 209 funds tracked by Wall St. Rank hold SCSC as of Q4 2025.

  • Independent Financial Group reported no remaining Scansource position as of Q4 2025 after selling out during the quarter.
  • Independent Financial Group sold 5,332 Scansource shares in Q4 2025, an estimated $235K.
  • Independent Financial Group first reported a position in Scansource in Q3 2025 and held it in 1 quarter.
  • Independent Financial Group's Scansource position peaked at $235K in Q3 2025.
  • 209 funds tracked by Wall St. Rank held Scansource as of Q4 2025.

Based on Independent Financial Group's 13F filing for Q4 2025, filed 15 May 2026.