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 Q3	$251K	Sell	4,204 -977	-19%	-$46.5K	0.05%	200
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

Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Thor Investment Management Cincinnati, Ohio $177M AUM 25.05% 1-Year Est. Return

PIM

Pullen Investment Management Bradenton, Florida $209M AUM 23.91% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Trust Investment Advisors Indianapolis, Indiana $229M AUM 46.48% 1-Year Est. Return

Plan Group Financial's ASO Position: Q3 2026 in Review

Plan Group Financial reduced its Academy Sports + Outdoors (ASO) stake by 19% in Q3 2026, selling an estimated $46.5K and leaving 4,204 shares worth $251K. The position accounts for 0.05% of the portfolio, ranked #200.

Plan Group Financial first reported a position in ASO in Q3 2024 and has held it in 9 quarters since. The position peaked at $628K in Q3 2025. 63 funds tracked by Wall St. Rank hold ASO as of Q3 2026.

Plan Group Financial held 4,204 shares of Academy Sports + Outdoors worth $251K as of Q3 2026.
Plan Group Financial sold 977 Academy Sports + Outdoors shares in Q3 2026, an estimated $46.5K.
Academy Sports + Outdoors made up 0.05% of Plan Group Financial's portfolio in Q3 2026, its #200 holding.
Plan Group Financial first reported a position in Academy Sports + Outdoors in Q3 2024 and has held it in 9 quarters since.
Plan Group Financial's Academy Sports + Outdoors position peaked at $628K in Q3 2025.
63 funds tracked by Wall St. Rank held Academy Sports + Outdoors as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.