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Johnson Financial Group Inc (Wisconsin)’s The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF DEMZ Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio DEMZ Stock Details DEMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.9K Hold
437
– – ﹤0.01% 562
2026
Q1 		$17.6K Hold
437
– – ﹤0.01% 581
2025
Q4 		$18.8K Hold
437
– – ﹤0.01% 595
2025
Q3 		$18.3K Hold
437
– – ﹤0.01% 718
2025
Q2 		$17K Hold
437
– – ﹤0.01% 565
2025
Q1 		$14.9K Hold
437
– – ﹤0.01% 741
2024
Q4 		$16.2K Hold
437
– – ﹤0.01% 607
2024
Q3 		$15.7K Hold
437
– – ﹤0.01% 623
2024
Q2 		$15K Hold
437
– – ﹤0.01% 540
2024
Q1 		$14.5K Hold
437
– – ﹤0.01% 524
2023
Q4 		$13K Hold
437
– – ﹤0.01% 625
2023
Q3 		$11.5K Hold
437
– – ﹤0.01% 521
2023
Q2 		$11.8K Hold
437
– – ﹤0.01% 530
2023
Q1 		$11.1K Buy
+437
New +$11K ﹤0.01% 514
2022
Q4 		– Sell
-437
Closed -$10K – 633
2022
Q3 		$10K Hold
437
– – ﹤0.01% 493
2022
Q2 		$10K Hold
437
– – ﹤0.01% 529
2022
Q1 		$12K Hold
437
– – ﹤0.01% 570
2021
Q4 		$13K Hold
437
– – ﹤0.01% 597
2021
Q3 		$12K Hold
437
– – ﹤0.01% 534
2021
Q2 		$12K Hold
437
– – ﹤0.01% 549
2021
Q1 		$11K Buy
+437
New +$10.3K ﹤0.01% 539

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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
AAG
Accordant Advisory Group Annapolis, Maryland $148M AUM 23.8% 1-Year Est. Return
LNWTC
Laird Norton Wetherby Trust Company Seattle, Washington $5.21B AUM 31.48% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s DEMZ Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) held its The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF (DEMZ) position steady in Q2 2026 at 437 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

Johnson Financial Group Inc (Wisconsin) first reported a position in DEMZ in Q1 2021 and has held it in 21 quarters since. 26 funds tracked by Wall St. Rank hold DEMZ as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 437 shares of The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF worth $20.9K as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) left its The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF share count unchanged in Q2 2026.
  • The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #562 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF in Q1 2021 and has held it in 21 quarters since.
  • 26 funds tracked by Wall St. Rank held The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.