SageView Advisory Group’s AMTD Digital HKD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1	Closed	-$2	–	1371
2025 Q4	$2	Buy	+1	New	+$2	﹤0.01%	2606

Other funds holding HKD

Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return

SmartHarvest Portfolios Poulsbo, Washington $309M AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Headlands Technologies Chicago, Illinois $943M AUM 48.75% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

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

SageView Advisory Group sold out of AMTD Digital (HKD) in Q1 2026, closing a stake of 1 share — an estimated $2 sold.

SageView Advisory Group first reported a position in HKD in Q4 2025 and held it in 1 quarter. The position peaked at $2 in Q4 2025. 17 funds tracked by Wall St. Rank hold HKD as of Q1 2026.

SageView Advisory Group reported no remaining AMTD Digital position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 1 AMTD Digital share in Q1 2026, an estimated $2.
SageView Advisory Group first reported a position in AMTD Digital in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's AMTD Digital position peaked at $2 in Q4 2025.
17 funds tracked by Wall St. Rank held AMTD Digital as of Q1 2026.

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