SageView Advisory Group
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SageView Advisory Group’s American Strategic Investment Co NYC Stock Holding History

SageView Advisory Group’s Portfolio NYC Stock Details NYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-734
Closed -$6.08K – 1827
2025
Q4 		$6.08K Buy
+734
New +$6.35K ﹤0.01% 1902

Other funds holding NYC

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
BFCFSI
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. Cedar Rapids, Iowa $741M AUM 28.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Tower Research Capital (TRC)
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Washington Trust Advisors
Washington Trust Advisors Wellesley, Massachusetts $1.4B AUM 26.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

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

SageView Advisory Group sold out of American Strategic Investment Co (NYC) in Q1 2026, closing a stake of 734 shares — an estimated $6.08K sold.

SageView Advisory Group first reported a position in NYC in Q4 2025 and held it in 1 quarter. The position peaked at $6.08K in Q4 2025. 18 funds tracked by Wall St. Rank hold NYC as of Q1 2026.

  • SageView Advisory Group reported no remaining American Strategic Investment Co position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 734 American Strategic Investment Co shares in Q1 2026, an estimated $6.08K.
  • SageView Advisory Group first reported a position in American Strategic Investment Co in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's American Strategic Investment Co position peaked at $6.08K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held American Strategic Investment Co as of Q1 2026.

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