SBK Financial’s Intuit INTU Stock Holding History

SBK Financial’s Portfolio INTU Stock Details INTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$48.5K	Hold	176	–	–	0.02%	119
2026 Q2	$45.9K	Buy	176 +171	+3,420%	+$59.6K	0.03%	132
2026 Q1	$2.16K	Buy	+5	New	+$2.38K	﹤0.01%	311

Other funds holding INTU

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

SBK Financial's INTU Position: Q3 2026 in Review

SBK Financial held its Intuit (INTU) position steady in Q3 2026 at 176 shares worth $48.5K. The position accounts for 0.02% of the portfolio, ranked #119.

SBK Financial first reported a position in INTU in Q1 2026 and has held it in 3 quarters since. 1,097 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

SBK Financial held 176 shares of Intuit worth $48.5K as of Q3 2026.
SBK Financial left its Intuit share count unchanged in Q3 2026.
Intuit made up 0.02% of SBK Financial's portfolio in Q3 2026, its #119 holding.
SBK Financial first reported a position in Intuit in Q1 2026 and has held it in 3 quarters since.
1,097 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on SBK Financial's 13F filing for Q3 2026, filed 2 Nov 2026.