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Strategic Financial Concepts’s Ford F Stock Holding History

Strategic Financial Concepts’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
2025
Q4 		– Sell
-36,527
Closed -$437K – 171
2025
Q3 		$437K Buy
36,527
+24,257
+198% +$280K 0.06% 152
2025
Q2 		$133K Sell
12,270
-10,487
-46% -$107K 0.02% 273
2025
Q1 		$228K Buy
22,757
+1,253
+6% +$12.2K 0.04% 290
2024
Q4 		$213K Buy
+21,504
New +$229K 0.04% 307
2024
Q3 		– Sell
-106,211
Closed -$202K – 380
2024
Q2 		$202K Buy
106,211
+82,521
+348% +$1.02M 0.12% 122
2024
Q1 		$315K Buy
23,690
+6,463
+38% +$78.3K 0.08% 221
2023
Q4 		$210K Sell
17,227
-7,536
-30% -$83.9K 0.12% 132
2023
Q3 		$308K Sell
24,763
-6,025
-20% -$78.2K 0.1% 176
2023
Q2 		$466K Sell
30,788
-5,119
-14% -$64.8K 0.17% 128
2023
Q1 		$452K Buy
+35,907
New +$450K 0.18% 122

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Strategic Financial Concepts sold out of Ford (F) in Q4 2025, closing a stake of 36,527 shares — an estimated $437K sold.

Strategic Financial Concepts first reported a position in F in Q1 2023 and held it in 10 quarters. The position peaked at $466K in Q2 2023. 1,698 funds tracked by Wall St. Rank hold F as of Q4 2025.

  • Strategic Financial Concepts reported no remaining Ford position as of Q4 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 36,527 Ford shares in Q4 2025, an estimated $437K.
  • Strategic Financial Concepts first reported a position in Ford in Q1 2023 and held it in 10 quarters.
  • Strategic Financial Concepts's Ford position peaked at $466K in Q2 2023.
  • 1,698 funds tracked by Wall St. Rank held Ford as of Q4 2025.

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