Panoramic Capital Partners’s iShares S&P 100 ETF OEF Stock Holding History

Panoramic Capital Partners’s Portfolio OEF Stock Details OEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$19.9M	Buy	62,556 +2,023	+3%	+$678K	12.26%	3
2025 Q4	$20.8M	Sell	60,533 -1,367	-2%	-$464K	12.73%	2
2025 Q3	$20.6M	Sell	61,900 -472	-0.8%	-$150K	13.24%	2
2025 Q2	$19.2M	Sell	62,372 -22	-0%	-$6.13K	13.32%	2
2025 Q1	$15M	Buy	62,394 +905	+1%	+$260K	15.46%	2
2024 Q4	$17.8M	Buy	+61,489	New	+$17.6M	15.61%	2

Other funds holding OEF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Panoramic Capital Partners's OEF Position: Q1 2026 in Review

Panoramic Capital Partners increased its iShares S&P 100 ETF (OEF) stake by 3.3% in Q1 2026, buying an estimated $678K and bringing the position to 62,556 shares worth $19.9M. The position accounts for 12.26% of the portfolio, ranked #3.

Panoramic Capital Partners first reported a position in OEF in Q4 2024 and has held it in 6 quarters since. The position peaked at $20.8M in Q4 2025. 1,001 funds tracked by Wall St. Rank hold OEF as of Q1 2026.

Panoramic Capital Partners held 62,556 shares of iShares S&P 100 ETF worth $19.9M as of Q1 2026.
Panoramic Capital Partners bought 2,023 iShares S&P 100 ETF shares in Q1 2026, an estimated $678K.
iShares S&P 100 ETF made up 12.26% of Panoramic Capital Partners's portfolio in Q1 2026, its #3 holding.
Panoramic Capital Partners first reported a position in iShares S&P 100 ETF in Q4 2024 and has held it in 6 quarters since.
Panoramic Capital Partners's iShares S&P 100 ETF position peaked at $20.8M in Q4 2025.
1,001 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2026.

Based on Panoramic Capital Partners's 13F filing for Q1 2026, filed 8 Apr 2026.