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 Q2	$5.2M	Buy	191,382 +40,031	+26%	+$1.05M	0.03%	551
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 Jeonju-Si, Jeollabuk-Do, South Korea $155B AUM 42.54% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

GCWM

Guided Capital Wealth Management Houston, Texas $171M AUM 25.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SWM

SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return

Steward Partners Investment Advisory's INFO Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Harbor PanAgora Dynamic Large Cap Core ETF (INFO) stake by 26% in Q2 2026, buying an estimated $1.05M and bringing the position to 191,382 shares worth $5.2M. The position accounts for 0.03% of the portfolio, ranked #551.

Steward Partners Investment Advisory first reported a position in INFO in Q2 2025 and has held it in 5 quarters since. 14 funds tracked by Wall St. Rank hold INFO as of Q2 2026.

Steward Partners Investment Advisory held 191,382 shares of Harbor PanAgora Dynamic Large Cap Core ETF worth $5.2M as of Q2 2026.
Steward Partners Investment Advisory bought 40,031 Harbor PanAgora Dynamic Large Cap Core ETF shares in Q2 2026, an estimated $1.05M.
Harbor PanAgora Dynamic Large Cap Core ETF made up 0.03% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #551 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 5 quarters since.
14 funds tracked by Wall St. Rank held Harbor PanAgora Dynamic Large Cap Core ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.