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Personal CFO Solutions’s ASE Group ASX Stock Holding History

Personal CFO Solutions’s Portfolio ASX Stock Details ASX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$344K Buy
+7,619
New +$256K 0.05% 356
2024
Q4 		– Sell
-20,571
Closed -$201K – 464
2024
Q3 		$201K Buy
20,571
+295
+1% +$3K 0.03% 541
2024
Q2 		$232K Hold
20,276
– – 0.04% 458
2024
Q1 		$223K Sell
20,276
-326
-2% -$3.2K 0.03% 491
2023
Q4 		$194K Sell
20,602
-600
-3% -$4.97K 0.03% 496
2023
Q3 		$159K Sell
21,202
-3,043
-13% -$23.6K 0.03% 445
2023
Q2 		$189K Sell
24,245
-3,683
-13% -$28.3K 0.04% 449
2023
Q1 		$223K Buy
+27,928
New +$204K 0.05% 415

Other funds holding ASX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Personal CFO Solutions's ASX Position: Q2 2026 in Review

Personal CFO Solutions opened a new position in ASE Group (ASX) in Q2 2026: 7,619 shares worth $344K. The stake represents 0.05% of the portfolio and ranks #356 among its holdings. This is a return to the name: Personal CFO Solutions previously reported a position in ASX as recently as Q3 2024.

Personal CFO Solutions first reported a position in ASX in Q1 2023 and has held it in 8 quarters since. 486 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

  • Personal CFO Solutions held 7,619 shares of ASE Group worth $344K as of Q2 2026.
  • ASE Group was a new Personal CFO Solutions position in Q2 2026.
  • ASE Group made up 0.05% of Personal CFO Solutions's portfolio in Q2 2026, its #356 holding.
  • Personal CFO Solutions first reported a position in ASE Group in Q1 2023 and has held it in 8 quarters since.
  • 486 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.