SageView Advisory Group’s Array Digital Infrastructure AD Stock Holding History

SageView Advisory Group’s Portfolio AD Stock Details AD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,000	Closed	-$53.6K	–	2326
2025 Q4	$53.6K	Sell	1,000 -6,000	-86%	-$296K	﹤0.01%	1042
2025 Q3	$350K	Hold	7,000	–	–	0.01%	470
2025 Q2	$499K	Hold	7,000	–	–	0.02%	368
2025 Q1	$484K	Hold	7,000	–	–	0.02%	354
2024 Q4	$439K	Hold	7,000	–	–	0.02%	367
2024 Q3	$383K	Hold	7,000	–	–	0.02%	342
2024 Q2	$391K	Buy	+7,000	New	+$308K	0.02%	379
2024 Q1	–	Sell	-7,000	Closed	-$310K	–	816
2023 Q4	$310K	Buy	+7,000	New	+$297K	0.01%	500

Other funds holding AD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SageView Advisory Group's AD Position: Q1 2026 in Review

SageView Advisory Group sold out of Array Digital Infrastructure (AD) in Q1 2026, closing a stake of 1,000 shares — an estimated $53.6K sold.

SageView Advisory Group first reported a position in AD in Q4 2023 and held it in 8 quarters. The position peaked at $499K in Q2 2025. 148 funds tracked by Wall St. Rank hold AD as of Q1 2026.

SageView Advisory Group reported no remaining Array Digital Infrastructure position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 1,000 Array Digital Infrastructure shares in Q1 2026, an estimated $53.6K.
SageView Advisory Group first reported a position in Array Digital Infrastructure in Q4 2023 and held it in 8 quarters.
SageView Advisory Group's Array Digital Infrastructure position peaked at $499K in Q2 2025.
148 funds tracked by Wall St. Rank held Array Digital Infrastructure as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.