SWA
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SFMG Wealth Advisors’s Comstock Holding Companies CHCI Stock Holding History

SFMG Wealth Advisors’s Portfolio CHCI Stock Details CHCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$189K Hold
10,000
– – 0.01% 300
2025
Q4 		$116K Buy
+10,000
New +$137K 0.01% 300

Other funds holding CHCI

THC
Truffle Hound Capital Bethesda, Maryland $163M AUM 57.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCM
Saber Capital Management Fuquay Varina, North Carolina $129M AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return
RRA
Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $206M AUM 29.83% 1-Year Est. Return