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
2026 Q2	$325K	Buy	5,539 +797	+17%	+$43.1K	0.01%	475
2026 Q1	$270K	Sell	4,742 -20	-0.4%	-$1.54K	0.01%	494
2025 Q4	$278K	Buy	+4,762	New	+$231K	0.01%	507

Other funds holding TAYD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return

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

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

SageView Advisory Group's TAYD Position: Q2 2026 in Review

SageView Advisory Group increased its Taylor Devices (TAYD) stake by 17% in Q2 2026, buying an estimated $43.1K and bringing the position to 5,539 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #475.

SageView Advisory Group first reported a position in TAYD in Q4 2025 and has held it in 3 quarters since. 67 funds tracked by Wall St. Rank hold TAYD as of Q2 2026.

SageView Advisory Group held 5,539 shares of Taylor Devices worth $325K as of Q2 2026.
SageView Advisory Group bought 797 Taylor Devices shares in Q2 2026, an estimated $43.1K.
Taylor Devices made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #475 holding.
SageView Advisory Group first reported a position in Taylor Devices in Q4 2025 and has held it in 3 quarters since.
67 funds tracked by Wall St. Rank held Taylor Devices as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.