ADVISORS INNER CIRCLE FD III - STRATEGAS GBL PO (SAGP)

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / STRATEGAS GBL PO
Total 13F shares
102,861
Share change
-1,961
Total reported value
$3,485,164
Price per share
$33.88
Number of holders
4
Value change
-$66,443
Number of buys
2
Number of sells
2

Institutional Holders of ADVISORS INNER CIRCLE FD III - STRATEGAS GBL PO (SAGP) as of Q4 2025

As of 31 Dec 2025, ADVISORS INNER CIRCLE FD III - STRATEGAS GBL PO (SAGP) was held by 4 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 102,861 shares. The largest 4 holders included Triangle Securities Wealth Management, Archford Capital Strategies, LLC, Jaffetilchin Investment Partners, LLC, and GAMMA Investing LLC. This page lists 4 institutional shareholders reporting positions in this security for the Q4 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.