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Strategic Financial Concepts’s Ecopetrol EC Stock Holding History

Strategic Financial Concepts’s Portfolio EC Stock Details EC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-24,600
Closed -$227K – 156
2025
Q3 		$227K Buy
24,600
+8,200
+50% +$73.5K 0.03% 242
2025
Q2 		$146K Hold
16,400
– – 0.02% 270
2025
Q1 		$146K Sell
16,400
-6,242
-28% -$59.6K 0.03% 326
2024
Q4 		$179K Buy
+22,642
New +$182K 0.03% 323

Other funds holding EC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
FC
Fundamenta Capital Montevideo $116M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Strategic Financial Concepts's EC Position: Q4 2025 in Review

Strategic Financial Concepts sold out of Ecopetrol (EC) in Q4 2025, closing a stake of 24,600 shares — an estimated $227K sold.

Strategic Financial Concepts first reported a position in EC in Q4 2024 and held it in 4 quarters. The position peaked at $227K in Q3 2025. 137 funds tracked by Wall St. Rank hold EC as of Q4 2025.

  • Strategic Financial Concepts reported no remaining Ecopetrol position as of Q4 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 24,600 Ecopetrol shares in Q4 2025, an estimated $227K.
  • Strategic Financial Concepts first reported a position in Ecopetrol in Q4 2024 and held it in 4 quarters.
  • Strategic Financial Concepts's Ecopetrol position peaked at $227K in Q3 2025.
  • 137 funds tracked by Wall St. Rank held Ecopetrol as of Q4 2025.

Based on Strategic Financial Concepts's 13F filing for Q4 2025, filed 9 Feb 2026.