Sendero Wealth Management’s Eagle Capital Select Equity ETF EAGL Stock Holding History

Sendero Wealth Management’s Portfolio EAGL Stock Details EAGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$93M	Buy	2,890,417 +160,949	+6%	+$5.21M	9.26%	2
2026 Q1	$83M	Buy	2,729,468 +380,154	+16%	+$12.2M	9.18%	2
2025 Q4	$76.3M	Buy	2,349,314 +522,252	+29%	+$16.6M	8.45%	2
2025 Q3	$57.1M	Buy	1,827,062 +233,229	+15%	+$7.12M	6.69%	2
2025 Q2	$48.1M	Buy	1,593,833 +432,372	+37%	+$12.2M	6%	2
2025 Q1	$32.5M	Buy	1,161,461 +497,102	+75%	+$14.3M	4.51%	2
2024 Q4	$18.5M	Buy	664,359 +186,835	+39%	+$5.26M	2.76%	7
2024 Q3	$13.1M	Buy	477,524 +22,868	+5%	+$607K	2.06%	10
2024 Q2	$12M	Hold	454,656	–	–	2.02%	10
2024 Q1	$11.5M	Buy	+454,656	New	+$11.4M	1.97%	9

Other funds holding EAGL

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

RCWVOTCITCONY

Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $435M AUM 15.06% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RDWM

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

BPWM

BCS Private Wealth Management Rumson, New Jersey $332M AUM 23.51% 1-Year Est. Return

Sendero Wealth Management's EAGL Position: Q2 2026 in Review

Sendero Wealth Management increased its Eagle Capital Select Equity ETF (EAGL) stake by 5.9% in Q2 2026, buying an estimated $5.21M and bringing the position to 2,890,417 shares worth $93M. The position accounts for 9.26% of the portfolio, ranked #2.

Sendero Wealth Management first reported a position in EAGL in Q1 2024 and has held it in 10 quarters since. 69 funds tracked by Wall St. Rank hold EAGL as of Q2 2026.

Sendero Wealth Management held 2,890,417 shares of Eagle Capital Select Equity ETF worth $93M as of Q2 2026.
Sendero Wealth Management bought 160,949 Eagle Capital Select Equity ETF shares in Q2 2026, an estimated $5.21M.
Eagle Capital Select Equity ETF made up 9.26% of Sendero Wealth Management's portfolio in Q2 2026, its #2 holding.
Sendero Wealth Management first reported a position in Eagle Capital Select Equity ETF in Q1 2024 and has held it in 10 quarters since.
69 funds tracked by Wall St. Rank held Eagle Capital Select Equity ETF as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.