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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
Q2 		$160K Hold
10,000
– – 0.01% 325
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 $468M AUM 42.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $227M AUM 64.76% 1-Year Est. Return
SCM
Saber Capital Management Fuquay Varina, North Carolina $147M AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCM
Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return

SFMG Wealth Advisors's CHCI Position: Q2 2026 in Review

SFMG Wealth Advisors held its Comstock Holding Companies (CHCI) position steady in Q2 2026 at 10,000 shares worth $160K. The position accounts for 0.01% of the portfolio, ranked #325.

SFMG Wealth Advisors first reported a position in CHCI in Q4 2025 and has held it in 3 quarters since. The position peaked at $189K in Q1 2026. 47 funds tracked by Wall St. Rank hold CHCI as of Q2 2026.

  • SFMG Wealth Advisors held 10,000 shares of Comstock Holding Companies worth $160K as of Q2 2026.
  • SFMG Wealth Advisors left its Comstock Holding Companies share count unchanged in Q2 2026.
  • Comstock Holding Companies made up 0.01% of SFMG Wealth Advisors's portfolio in Q2 2026, its #325 holding.
  • SFMG Wealth Advisors first reported a position in Comstock Holding Companies in Q4 2025 and has held it in 3 quarters since.
  • SFMG Wealth Advisors's Comstock Holding Companies position peaked at $189K in Q1 2026.
  • 47 funds tracked by Wall St. Rank held Comstock Holding Companies as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.