Plan Group Financial’s Academy Sports + Outdoors ASO Stock Holding History

Plan Group Financial’s Portfolio ASO Stock Details ASO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$244K	Sell	5,181 -3,008	-37%	-$160K	0.05%	207
2026 Q1	$462K	Sell	8,189 -1,353	-14%	-$77K	0.11%	132
2025 Q4	$477K	Sell	9,542 -3,012	-24%	-$149K	0.12%	122
2025 Q3	$628K	Sell	12,554 -770	-6%	-$39.3K	0.17%	108
2025 Q2	$597K	Buy	13,324 +3,480	+35%	+$144K	0.2%	101
2025 Q1	$449K	Buy	9,844 +3,766	+62%	+$193K	0.16%	103
2024 Q4	$350K	Buy	6,078 +355	+6%	+$18.7K	0.18%	82
2024 Q3	$334K	Buy	+5,723	New	+$312K	0.18%	86

Other funds holding ASO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Plan Group Financial's ASO Position: Q2 2026 in Review

Plan Group Financial reduced its Academy Sports + Outdoors (ASO) stake by 37% in Q2 2026, selling an estimated $160K and leaving 5,181 shares worth $244K. The position accounts for 0.05% of the portfolio, ranked #207.

Plan Group Financial first reported a position in ASO in Q3 2024 and has held it in 8 quarters since. The position peaked at $628K in Q3 2025. 363 funds tracked by Wall St. Rank hold ASO as of Q2 2026.

Plan Group Financial held 5,181 shares of Academy Sports + Outdoors worth $244K as of Q2 2026.
Plan Group Financial sold 3,008 Academy Sports + Outdoors shares in Q2 2026, an estimated $160K.
Academy Sports + Outdoors made up 0.05% of Plan Group Financial's portfolio in Q2 2026, its #207 holding.
Plan Group Financial first reported a position in Academy Sports + Outdoors in Q3 2024 and has held it in 8 quarters since.
Plan Group Financial's Academy Sports + Outdoors position peaked at $628K in Q3 2025.
363 funds tracked by Wall St. Rank held Academy Sports + Outdoors as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.