Suncoast Equity Management’s iShares S&P 100 ETF OEF Stock Holding History

Suncoast Equity Management’s Portfolio OEF Stock Details OEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-785	Closed	-$250K	–	85
2026 Q1	$250K	Hold	785	–	–	0.03%	82
2025 Q4	$269K	Sell	785 -50	-6%	-$17K	0.03%	79
2025 Q3	$278K	Buy	+835	New	+$266K	0.03%	80

Other funds holding OEF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Suncoast Equity Management's OEF Position: Q2 2026 in Review

Suncoast Equity Management sold out of iShares S&P 100 ETF (OEF) in Q2 2026, closing a stake of 785 shares — an estimated $250K sold.

Suncoast Equity Management first reported a position in OEF in Q3 2025 and held it in 3 quarters. The position peaked at $278K in Q3 2025. 1,024 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

Suncoast Equity Management reported no remaining iShares S&P 100 ETF position as of Q2 2026 after selling out during the quarter.
Suncoast Equity Management sold 785 iShares S&P 100 ETF shares in Q2 2026, an estimated $250K.
Suncoast Equity Management first reported a position in iShares S&P 100 ETF in Q3 2025 and held it in 3 quarters.
Suncoast Equity Management's iShares S&P 100 ETF position peaked at $278K in Q3 2025.
1,024 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on Suncoast Equity Management's 13F filing for Q2 2026, filed 4 Aug 2026.