Professional Financial Advisors’s Icon ICLR Stock Holding History

Professional Financial Advisors’s Portfolio ICLR Stock Details ICLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.96M	Buy	+11,529	New	+$1.94M	0.33%	52

Other funds holding ICLR

ERP

Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return

SWM

Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

TIM

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

BDL

Banque de Luxembourg Luxembourg $224M AUM 19.18% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Professional Financial Advisors's ICLR Position: Q3 2026 in Review

Professional Financial Advisors opened a new position in Icon (ICLR) in Q3 2026: 11,529 shares worth $1.96M. The stake represents 0.33% of the portfolio and ranks #52 among its holdings.

27 funds tracked by Wall St. Rank hold ICLR as of Q3 2026.

Professional Financial Advisors held 11,529 shares of Icon worth $1.96M as of Q3 2026.
Icon was a new Professional Financial Advisors position in Q3 2026.
Icon made up 0.33% of Professional Financial Advisors's portfolio in Q3 2026, its #52 holding.
27 funds tracked by Wall St. Rank held Icon as of Q3 2026.

Based on Professional Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.