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LifePlan Financial’s Comcast CMCSA Stock Holding History

LifePlan Financial’s Portfolio CMCSA Stock Details CMCSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.53M Buy
62,145
+7,607
+14% +$196K 1.07% 30
2026
Q1 		$1.57M Buy
54,538
+7,801
+17% +$233K 1.16% 25
2025
Q4 		$1.4M Buy
46,737
+5,898
+14% +$168K 1.07% 25
2025
Q3 		$1.28M Buy
40,839
+3,231
+9% +$108K 1.02% 27
2025
Q2 		$1.34M Buy
37,608
+1,577
+4% +$54.5K 1.11% 25
2025
Q1 		$1.33M Buy
36,031
+2,305
+7% +$83.2K 1.16% 23
2024
Q4 		$1.27M Buy
33,726
+703
+2% +$29.2K 1.12% 25
2024
Q3 		$1.38M Buy
33,023
+1,741
+6% +$68.7K 1.18% 24
2024
Q2 		$1.22M Buy
31,282
+1,784
+6% +$69.8K 1.13% 23
2024
Q1 		$1.28M Buy
29,498
+846
+3% +$36.5K 1.17% 24
2023
Q4 		$1.26M Buy
+28,652
New +$1.23M 1.26% 24

Other funds holding CMCSA

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LifePlan Financial's CMCSA Position: Q2 2026 in Review

LifePlan Financial increased its Comcast (CMCSA) stake by 14% in Q2 2026, buying an estimated $196K and bringing the position to 62,145 shares worth $1.53M. The position accounts for 1.07% of the portfolio, ranked #30.

LifePlan Financial first reported a position in CMCSA in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.57M in Q1 2026. 794 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

  • LifePlan Financial held 62,145 shares of Comcast worth $1.53M as of Q2 2026.
  • LifePlan Financial bought 7,607 Comcast shares in Q2 2026, an estimated $196K.
  • Comcast made up 1.07% of LifePlan Financial's portfolio in Q2 2026, its #30 holding.
  • LifePlan Financial first reported a position in Comcast in Q4 2023 and has held it in 11 quarters since.
  • LifePlan Financial's Comcast position peaked at $1.57M in Q1 2026.
  • 794 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.