Zurich Cantonal Bank
ADV icon

Zurich Cantonal Bank’s Advantage Solutions ADV Stock Holding History

Zurich Cantonal Bank’s Portfolio ADV Stock Details ADV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,047
Closed -$39.5K – 2563
2025
Q1 		$39.5K Hold
1,047
– – ﹤0.01% 2535
2024
Q4 		$76.5K Hold
1,047
– – ﹤0.01% 2505
2024
Q3 		$89.8K Hold
1,047
– – ﹤0.01% 2457
2024
Q2 		$84.3K Buy
1,047
+330
+46% +$30.7K ﹤0.01% 2438
2024
Q1 		$77.6K Sell
717
-800
-53% -$78.7K ﹤0.01% 2467
2023
Q4 		$137K Buy
1,517
+448
+42% +$31.9K ﹤0.01% 2292
2023
Q3 		$75.9K Buy
+1,069
New +$71K ﹤0.01% 2480
2023
Q2 		– Sell
-474
Closed -$18.7K – 2799
2023
Q1 		$18.7K Hold
474
– – ﹤0.01% 2764
2022
Q4 		$24.6K Hold
474
– – ﹤0.01% 2731
2022
Q3 		$25K Hold
474
– – ﹤0.01% 2760
2022
Q2 		$45K Hold
474
– – ﹤0.01% 2629
2022
Q1 		$76K Hold
474
– – ﹤0.01% 2390
2021
Q4 		$95K Buy
474
+262
+124% +$53.9K ﹤0.01% 2535
2021
Q3 		$46K Buy
+212
New +$49.7K ﹤0.01% 2635

Other funds holding ADV

LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
CMHI
CVC Management Holdings II St. Helier, Jersey $420M AUM 0.05% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AP
Atairos Partners Bryn Mawr, Pennsylvania $35.2M AUM 32.88% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zurich Cantonal Bank's ADV Position: Q2 2025 in Review

Zurich Cantonal Bank sold out of Advantage Solutions (ADV) in Q2 2025, closing a stake of 1,047 shares — an estimated $39.5K sold.

Zurich Cantonal Bank first reported a position in ADV in Q3 2021 and held it in 14 quarters. The position peaked at $137K in Q4 2023. 108 funds tracked by Wall St. Rank hold ADV as of Q2 2025.

  • Zurich Cantonal Bank reported no remaining Advantage Solutions position as of Q2 2025 after selling out during the quarter.
  • Zurich Cantonal Bank sold 1,047 Advantage Solutions shares in Q2 2025, an estimated $39.5K.
  • Zurich Cantonal Bank first reported a position in Advantage Solutions in Q3 2021 and held it in 14 quarters.
  • Zurich Cantonal Bank's Advantage Solutions position peaked at $137K in Q4 2023.
  • 108 funds tracked by Wall St. Rank held Advantage Solutions as of Q2 2025.

Based on Zurich Cantonal Bank's 13F filing for Q2 2025, filed 7 Aug 2025.