Wellspring Financial Advisors’s StandardAero Inc SARO Stock Holding History

Wellspring Financial Advisors’s Portfolio SARO Stock Details SARO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$276K	Buy	+9,242	New	+$243K	0.02%	230

Other funds holding SARO

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

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

Wellspring Financial Advisors opened a new position in StandardAero Inc (SARO) in Q2 2026: 9,242 shares worth $276K. The stake represents 0.02% of the portfolio and ranks #230 among its holdings.

59 funds tracked by Wall St. Rank hold SARO as of Q2 2026.

Wellspring Financial Advisors held 9,242 shares of StandardAero Inc worth $276K as of Q2 2026.
StandardAero Inc was a new Wellspring Financial Advisors position in Q2 2026.
StandardAero Inc made up 0.02% of Wellspring Financial Advisors's portfolio in Q2 2026, its #230 holding.
59 funds tracked by Wall St. Rank held StandardAero Inc as of Q2 2026.

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