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Mayflower Financial Advisors’s SelectQuote SLQT Stock Holding History

Mayflower Financial Advisors’s Portfolio SLQT Stock Details SLQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-3,000
Closed -$62K – 313
2020
Q4 		$62K Buy
+3,000
New +$61.6K 0.01% 274

Other funds holding SLQT

TWM
TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return
KCPG
Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Mayflower Financial Advisors's SLQT Position: Q2 2026 in Review

Mayflower Financial Advisors held its SelectQuote (SLQT) position steady in Q2 2026 at 28,480 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Mayflower Financial Advisors first reported a position in SLQT in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.71M in Q1 2021. 26 funds tracked by Wall St. Rank hold SLQT as of Q2 2026.

  • Mayflower Financial Advisors held 28,480 shares of SelectQuote worth $24K as of Q2 2026.
  • Mayflower Financial Advisors left its SelectQuote share count unchanged in Q2 2026.
  • SelectQuote made up ﹤0.01% of Mayflower Financial Advisors's portfolio in Q2 2026, its #496 holding.
  • Mayflower Financial Advisors first reported a position in SelectQuote in Q4 2020 and has held it in 23 quarters since.
  • Mayflower Financial Advisors's SelectQuote position peaked at $1.71M in Q1 2021.
  • 26 funds tracked by Wall St. Rank held SelectQuote as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.