Simon Quick Advisors
EAGL icon

Simon Quick Advisors’s Eagle Capital Select Equity ETF EAGL Stock Holding History

Simon Quick Advisors’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
Q3 		$7.05M Hold
207,137
– – 0.27% 62
2026
Q2 		$6.66M Buy
+207,137
New +$6.7M 0.27% 63

Other funds holding EAGL

Sendero Wealth Management
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
Burkett Financial Services
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Commerce Advisors
Commerce Advisors Memphis, Tennessee $212M AUM
YHB Investment Advisors
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
Sepio Capital
Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return
Fiduciary Alliance
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
Piedmont Capital Management (North Carolina)
Piedmont Capital Management (North Carolina) Greensboro, North Carolina $168M AUM 22.46% 1-Year Est. Return
ACT Advisors
ACT Advisors Asheville, North Carolina $308M AUM 16.31% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Simon Quick Advisors's EAGL Position: Q3 2026 in Review

Simon Quick Advisors held its Eagle Capital Select Equity ETF (EAGL) position steady in Q3 2026 at 207,137 shares worth $7.05M. The position accounts for 0.27% of the portfolio, ranked #62.

Simon Quick Advisors first reported a position in EAGL in Q2 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold EAGL as of Q3 2026.

  • Simon Quick Advisors held 207,137 shares of Eagle Capital Select Equity ETF worth $7.05M as of Q3 2026.
  • Simon Quick Advisors left its Eagle Capital Select Equity ETF share count unchanged in Q3 2026.
  • Eagle Capital Select Equity ETF made up 0.27% of Simon Quick Advisors's portfolio in Q3 2026, its #62 holding.
  • Simon Quick Advisors first reported a position in Eagle Capital Select Equity ETF in Q2 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Eagle Capital Select Equity ETF as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.