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 Q2	$23.7M	Buy	64,788 +2,232	+4%	+$799K	11.21%	2
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 $1.55T AUM 33.47% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Panoramic Capital Partners's OEF Position: Q2 2026 in Review

Panoramic Capital Partners increased its iShares S&P 100 ETF (OEF) stake by 3.6% in Q2 2026, buying an estimated $799K and bringing the position to 64,788 shares worth $23.7M. The position accounts for 11.21% of the portfolio, ranked #2.

Panoramic Capital Partners first reported a position in OEF in Q4 2024 and has held it in 7 quarters since. 1,025 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

Panoramic Capital Partners held 64,788 shares of iShares S&P 100 ETF worth $23.7M as of Q2 2026.
Panoramic Capital Partners bought 2,232 iShares S&P 100 ETF shares in Q2 2026, an estimated $799K.
iShares S&P 100 ETF made up 11.21% of Panoramic Capital Partners's portfolio in Q2 2026, its #2 holding.
Panoramic Capital Partners first reported a position in iShares S&P 100 ETF in Q4 2024 and has held it in 7 quarters since.
1,025 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on Panoramic Capital Partners's 13F filing for Q2 2026, filed 7 Aug 2026.