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SOA Wealth Advisors’s Ford F Stock Holding History

SOA Wealth Advisors’s Portfolio F Stock Details F Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.39K Hold
100
– – ﹤0.01% 786
2026
Q1 		$1.15K Hold
100
– – ﹤0.01% 738
2025
Q4 		$1.31K Hold
100
– – ﹤0.01% 740
2025
Q3 		$1.2K Hold
100
– – ﹤0.01% 757
2025
Q2 		$1.08K Sell
100
-600
-86% -$6.11K ﹤0.01% 750
2025
Q1 		$7.02K Buy
700
+500
+250% +$4.88K ﹤0.01% 605
2024
Q4 		$1.98K Sell
200
-1,034
-84% -$11K ﹤0.01% 688
2024
Q3 		$13K Sell
1,234
-417
-25% -$4.77K ﹤0.01% 506
2024
Q2 		$20.7K Buy
1,651
+14
+0.9% +$173 ﹤0.01% 436
2024
Q1 		$21.7K Buy
1,637
+13
+0.8% +$158 ﹤0.01% 437
2023
Q4 		$19.8K Sell
1,624
-1,630
-50% -$18.1K ﹤0.01% 432
2023
Q3 		$40.4K Buy
3,254
+13
+0.4% +$169 0.01% 314
2023
Q2 		$49K Buy
3,241
+12
+0.4% +$152 0.01% 292
2023
Q1 		$40.7K Buy
3,229
+13
+0.4% +$163 0.01% 309
2022
Q4 		$37.4K Buy
3,216
+12
+0.4% +$154 0.01% 312
2022
Q3 		$35K Sell
3,204
-394
-11% -$5.51K 0.01% 303
2022
Q2 		$40K Sell
3,598
-202
-5% -$2.77K 0.01% 289
2022
Q1 		$64K Buy
3,800
+613
+19% +$11.7K 0.02% 278
2021
Q4 		$65K Sell
3,187
-213
-6% -$3.92K 0.02% 265
2021
Q3 		$48K Buy
3,400
+649
+24% +$8.83K 0.01% 310
2021
Q2 		$40K Buy
2,751
+989
+56% +$13.1K 0.01% 338
2021
Q1 		$21K Buy
1,762
+1
+0.1% +$11 0.01% 395
2020
Q4 		$20K Buy
+1,761
New +$14.7K 0.01% 404

Other funds holding F

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

SOA Wealth Advisors's F Position: Q2 2026 in Review

SOA Wealth Advisors held its Ford (F) position steady in Q2 2026 at 100 shares worth $1.39K. The position accounts for ﹤0.01% of the portfolio, ranked #786.

SOA Wealth Advisors first reported a position in F in Q4 2020 and has held it in 23 quarters since. The position peaked at $65K in Q4 2021. 1,731 funds tracked by Wall St. Rank hold F as of Q2 2026.

  • SOA Wealth Advisors held 100 shares of Ford worth $1.39K as of Q2 2026.
  • SOA Wealth Advisors left its Ford share count unchanged in Q2 2026.
  • Ford made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #786 holding.
  • SOA Wealth Advisors first reported a position in Ford in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Ford position peaked at $65K in Q4 2021.
  • 1,731 funds tracked by Wall St. Rank held Ford as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.