SPIA
INFO

Steward Partners Investment Advisory’s Harbor PanAgora Dynamic Large Cap Core ETF INFO Stock Holding History

Steward Partners Investment Advisory’s Portfolio INFO Stock Details INFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.56M Buy
151,351
+14,695
+11% +$359K 0.02% 635
2025
Q4 		$3.35M Buy
136,656
+1,261
+0.9% +$30.6K 0.02% 608
2025
Q3 		$3.23M Buy
135,395
+55,709
+70% +$1.27M 0.02% 606
2025
Q2 		$1.75M Buy
+79,686
New +$1.6M 0.01% 755

Other funds holding INFO

National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Steward Partners Investment Advisory's INFO Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Harbor PanAgora Dynamic Large Cap Core ETF (INFO) stake by 11% in Q1 2026, buying an estimated $359K and bringing the position to 151,351 shares worth $3.56M. The position accounts for 0.02% of the portfolio, ranked #635.

Steward Partners Investment Advisory first reported a position in INFO in Q2 2025 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold INFO as of Q1 2026.

  • Steward Partners Investment Advisory held 151,351 shares of Harbor PanAgora Dynamic Large Cap Core ETF worth $3.56M as of Q1 2026.
  • Steward Partners Investment Advisory bought 14,695 Harbor PanAgora Dynamic Large Cap Core ETF shares in Q1 2026, an estimated $359K.
  • Harbor PanAgora Dynamic Large Cap Core ETF made up 0.02% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #635 holding.
  • Steward Partners Investment Advisory first reported a position in Harbor PanAgora Dynamic Large Cap Core ETF in Q2 2025 and has held it in 4 quarters since.
  • 11 funds tracked by Wall St. Rank held Harbor PanAgora Dynamic Large Cap Core ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.