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LGT Financial Advisors’s SES AI SES Stock Holding History

LGT Financial Advisors’s Portfolio SES Stock Details SES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.6K Hold
14,090
– – 0.07% 116
2025
Q4 		$25.4K Sell
14,090
-9,480
-40% -$21.3K 0.16% 91
2025
Q3 		$39.4K Hold
23,570
– – 0.08% 138
2025
Q2 		$20.9K Hold
23,570
– – 0.05% 158
2025
Q1 		$12.3K Hold
23,570
– – 0.04% 168
2024
Q4 		$51.6K Buy
+23,570
New +$13.4K 0.11% 142

Other funds holding SES

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GMH
General Motors Holdings Detroit, Michigan $90.5M AUM 41.49% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

LGT Financial Advisors's SES Position: Q1 2026 in Review

LGT Financial Advisors held its SES AI (SES) position steady in Q1 2026 at 14,090 shares worth $13.6K. The position accounts for 0.07% of the portfolio, ranked #116.

LGT Financial Advisors first reported a position in SES in Q4 2024 and has held it in 6 quarters since. The position peaked at $51.6K in Q4 2024. 141 funds tracked by Wall St. Rank hold SES as of Q1 2026.

  • LGT Financial Advisors held 14,090 shares of SES AI worth $13.6K as of Q1 2026.
  • LGT Financial Advisors left its SES AI share count unchanged in Q1 2026.
  • SES AI made up 0.07% of LGT Financial Advisors's portfolio in Q1 2026, its #116 holding.
  • LGT Financial Advisors first reported a position in SES AI in Q4 2024 and has held it in 6 quarters since.
  • LGT Financial Advisors's SES AI position peaked at $51.6K in Q4 2024.
  • 141 funds tracked by Wall St. Rank held SES AI as of Q1 2026.

Based on LGT Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.