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SageView Advisory Group’s Taylor Devices TAYD Stock Holding History

SageView Advisory Group’s Portfolio TAYD Stock Details TAYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$278K Buy
+4,762
New +$231K 0.01% 507

Other funds holding TAYD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return

SageView Advisory Group's TAYD Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Taylor Devices (TAYD) in Q4 2025: 4,762 shares worth $278K. The stake represents 0.01% of the portfolio and ranks #507 among its holdings.

52 funds tracked by Wall St. Rank hold TAYD as of Q4 2025.

  • SageView Advisory Group held 4,762 shares of Taylor Devices worth $278K as of Q4 2025.
  • Taylor Devices was a new SageView Advisory Group position in Q4 2025.
  • Taylor Devices made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #507 holding.
  • 52 funds tracked by Wall St. Rank held Taylor Devices as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.