Teamwork Financial Advisors’s SentinelOne S Stock Holding History

Teamwork Financial Advisors’s Portfolio S Stock Details S Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$253K	Buy	14,923 +400	+3%	+$6.15K	0.02%	171
2026 Q1	$187K	Sell	14,523 -113,926	-89%	-$1.58M	0.02%	208
2025 Q4	$1.93M	Buy	128,449 +19,281	+18%	+$316K	0.21%	78
2025 Q3	$1.92M	Buy	109,168 +36,323	+50%	+$652K	0.21%	79
2025 Q2	$1.33M	Buy	+72,845	New	+$1.33M	0.16%	89

Other funds holding S

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Ardsley Advisory Partners Stamford, Connecticut $921M AUM 207.76% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM