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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
Q2 		– Sell
-14,090
Closed -$13.6K – 251
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
GMH
General Motors Holdings Detroit, Michigan $79.8M AUM 24.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LGT Financial Advisors's SES Position: Q2 2026 in Review

LGT Financial Advisors sold out of SES AI (SES) in Q2 2026, closing a stake of 14,090 shares — an estimated $13.6K sold.

LGT Financial Advisors first reported a position in SES in Q4 2024 and held it in 6 quarters. The position peaked at $51.6K in Q4 2024. 130 funds tracked by Wall St. Rank hold SES as of Q2 2026.

  • LGT Financial Advisors reported no remaining SES AI position as of Q2 2026 after selling out during the quarter.
  • LGT Financial Advisors sold 14,090 SES AI shares in Q2 2026, an estimated $13.6K.
  • LGT Financial Advisors first reported a position in SES AI in Q4 2024 and held it in 6 quarters.
  • LGT Financial Advisors's SES AI position peaked at $51.6K in Q4 2024.
  • 130 funds tracked by Wall St. Rank held SES AI as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.