US Financial Advisors’s Sachem Capital Corp SACH Stock Holding History

US Financial Advisors’s Portfolio SACH Stock Details SACH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$524K	Buy	451,570 +17,677	+4%	+$20.4K	0.15%	54
2024 Q4	$586K	Buy	433,893 +10,315	+2%	+$19.4K	0.18%	49
2024 Q3	$1.07M	Buy	423,578 +12,428	+3%	+$31.4K	0.33%	40
2024 Q2	$1.06M	Buy	411,150 +38,589	+10%	+$119K	0.36%	40
2024 Q1	$1.66M	Buy	372,561 +10,373	+3%	+$39.9K	0.58%	32
2023 Q4	$1.35M	Buy	362,188 +32,618	+10%	+$116K	0.5%	36
2023 Q3	$1.16M	Buy	329,570 +11,881	+4%	+$42.3K	0.48%	38
2023 Q2	$1.11M	Buy	317,689 +90,788	+40%	+$307K	0.47%	33
2023 Q1	$844K	Buy	226,901 +107,326	+90%	+$395K	0.38%	36
2022 Q4	$395K	Buy	+119,575	New	+$431K	0.2%	50

Other funds holding SACH

Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CCM

Cox Capital Management Andover, Massachusetts $180M AUM 40.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GatePass Capital Independence, Ohio $214M AUM 29.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Financial Advisors's SACH Position: Q1 2025 in Review

US Financial Advisors increased its Sachem Capital Corp (SACH) stake by 4.1% in Q1 2025, buying an estimated $20.4K and bringing the position to 451,570 shares worth $524K. The position accounts for 0.15% of the portfolio, ranked #54.

US Financial Advisors first reported a position in SACH in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.66M in Q1 2024. 49 funds tracked by Wall St. Rank hold SACH as of Q1 2025.

US Financial Advisors held 451,570 shares of Sachem Capital Corp worth $524K as of Q1 2025.
US Financial Advisors bought 17,677 Sachem Capital Corp shares in Q1 2025, an estimated $20.4K.
Sachem Capital Corp made up 0.15% of US Financial Advisors's portfolio in Q1 2025, its #54 holding.
US Financial Advisors first reported a position in Sachem Capital Corp in Q4 2022 and has held it in 10 quarters since.
US Financial Advisors's Sachem Capital Corp position peaked at $1.66M in Q1 2024.
49 funds tracked by Wall St. Rank held Sachem Capital Corp as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.