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 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Plan Group Financial's ASO Position: Q1 2026 in Review

Plan Group Financial reduced its Academy Sports + Outdoors (ASO) stake by 14% in Q1 2026, selling an estimated $77K and leaving 8,189 shares worth $462K. The position accounts for 0.11% of the portfolio, ranked #132.

Plan Group Financial first reported a position in ASO in Q3 2024 and has held it in 7 quarters since. The position peaked at $628K in Q3 2025. 357 funds tracked by Wall St. Rank hold ASO as of Q1 2026.

Plan Group Financial held 8,189 shares of Academy Sports + Outdoors worth $462K as of Q1 2026.
Plan Group Financial sold 1,353 Academy Sports + Outdoors shares in Q1 2026, an estimated $77K.
Academy Sports + Outdoors made up 0.11% of Plan Group Financial's portfolio in Q1 2026, its #132 holding.
Plan Group Financial first reported a position in Academy Sports + Outdoors in Q3 2024 and has held it in 7 quarters since.
Plan Group Financial's Academy Sports + Outdoors position peaked at $628K in Q3 2025.
357 funds tracked by Wall St. Rank held Academy Sports + Outdoors as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.