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Pension & Wealth Management Advisors’s AdvanSix ASIX Stock Holding History

Pension & Wealth Management Advisors’s Portfolio ASIX Stock Details ASIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$40 Hold
2
– – ﹤0.01% 537
2026
Q1 		$49 Hold
2
– – ﹤0.01% 504
2025
Q4 		$35 Buy
+2
New +$35 ﹤0.01% 530

Other funds holding ASIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $633M AUM 87.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Pension & Wealth Management Advisors's ASIX Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its AdvanSix (ASIX) position steady in Q2 2026 at 2 shares worth $40. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Pension & Wealth Management Advisors first reported a position in ASIX in Q4 2025 and has held it in 3 quarters since. The position peaked at $49 in Q1 2026. 240 funds tracked by Wall St. Rank hold ASIX as of Q2 2026.

  • Pension & Wealth Management Advisors held 2 shares of AdvanSix worth $40 as of Q2 2026.
  • Pension & Wealth Management Advisors left its AdvanSix share count unchanged in Q2 2026.
  • AdvanSix made up ﹤0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #537 holding.
  • Pension & Wealth Management Advisors first reported a position in AdvanSix in Q4 2025 and has held it in 3 quarters since.
  • Pension & Wealth Management Advisors's AdvanSix position peaked at $49 in Q1 2026.
  • 240 funds tracked by Wall St. Rank held AdvanSix as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.