SOA Wealth Advisors
EROC

SOA Wealth Advisors’s ERock Inc EROC Stock Holding History

SOA Wealth Advisors’s Portfolio EROC Stock Details EROC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$12.3K Buy
+1,000
New +$12.5K ﹤0.01% 573

Other funds holding EROC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

SOA Wealth Advisors's EROC Position: Q3 2026 in Review

SOA Wealth Advisors opened a new position in ERock Inc (EROC) in Q3 2026: 1,000 shares worth $12.3K. The stake represents ﹤0.01% of the portfolio and ranks #573 among its holdings.

80 funds tracked by Wall St. Rank hold EROC as of Q3 2026.

  • SOA Wealth Advisors held 1,000 shares of ERock Inc worth $12.3K as of Q3 2026.
  • ERock Inc was a new SOA Wealth Advisors position in Q3 2026.
  • ERock Inc made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q3 2026, its #573 holding.
  • 80 funds tracked by Wall St. Rank held ERock Inc as of Q3 2026.

Based on SOA Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.