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Wellspring Financial Advisors’s ASE Group ASX Stock Holding History

Wellspring Financial Advisors’s Portfolio ASX Stock Details ASX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$363K Buy
+8,043
New +$270K 0.02% 202

Other funds holding ASX

TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
BPCE
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CUAMC
China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return

Wellspring Financial Advisors's ASX Position: Q2 2026 in Review

Wellspring Financial Advisors opened a new position in ASE Group (ASX) in Q2 2026: 8,043 shares worth $363K. The stake represents 0.02% of the portfolio and ranks #202 among its holdings.

111 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

  • Wellspring Financial Advisors held 8,043 shares of ASE Group worth $363K as of Q2 2026.
  • ASE Group was a new Wellspring Financial Advisors position in Q2 2026.
  • ASE Group made up 0.02% of Wellspring Financial Advisors's portfolio in Q2 2026, its #202 holding.
  • 111 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.