SFM
SH icon

Stack Financial Management’s ProShares Short S&P500 SH Stock Holding History

Stack Financial Management’s Portfolio SH Stock Details SH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$145M Buy
3,823,020
+1,317,150
+53% +$47.9M 10.65% 1
2025
Q4 		$90.3M Buy
+2,505,870
New +$91.8M 6.89% 3
2025
Q2 		– Sell
-1,248,568
Closed -$55.6M – 53
2025
Q1 		$55.6M Buy
+1,248,568
New +$53.2M 4.63% 4
2023
Q1 		– Sell
-2,701,108
Closed -$173M – 39
2022
Q4 		$173M Buy
2,701,108
+32,508
+1% +$2.08M 17.42% 1
2022
Q3 		$184M Buy
2,668,600
+29,619
+1% +$1.86M 19.34% 1
2022
Q2 		$174M Sell
2,638,981
-1,866
-0.1% -$115K 17.33% 1
2022
Q1 		$149M Buy
+2,640,847
New +$153M 11.96% 1
2019
Q1 		– Sell
-807,560
Closed -$101M – 46
2018
Q4 		$101M Buy
+807,560
New +$95.1M 12.45% 1
2016
Q2 		– Sell
-445,446
Closed -$72.7M – 50
2016
Q1 		$72.7M Buy
445,446
+259,220
+139% +$45M 8.83% 1
2015
Q4 		$31.1M Buy
+186,226
New +$31.2M 3.93% 5

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return
TSW
Three Seasons Wealth Salt Lake City, Utah $262M AUM 45.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $697M AUM 29.98% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return