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Roxbury Financial’s FTAI Aviation FTAI Stock Holding History

Roxbury Financial’s Portfolio FTAI Stock Details FTAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.08K Hold
4
– – ﹤0.01% 392
2026
Q1 		$980 Buy
+4
New +$1.06K ﹤0.01% 364

Other funds holding FTAI

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

Roxbury Financial's FTAI Position: Q2 2026 in Review

Roxbury Financial held its FTAI Aviation (FTAI) position steady in Q2 2026 at 4 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

Roxbury Financial first reported a position in FTAI in Q1 2026 and has held it in 2 quarters since. 133 funds tracked by Wall St. Rank hold FTAI as of Q2 2026.

  • Roxbury Financial held 4 shares of FTAI Aviation worth $1.08K as of Q2 2026.
  • Roxbury Financial left its FTAI Aviation share count unchanged in Q2 2026.
  • FTAI Aviation made up ﹤0.01% of Roxbury Financial's portfolio in Q2 2026, its #392 holding.
  • Roxbury Financial first reported a position in FTAI Aviation in Q1 2026 and has held it in 2 quarters since.
  • 133 funds tracked by Wall St. Rank held FTAI Aviation as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.