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Bank of Wilmington CORP hedge fund holdings

CAPE
$30.81+0.16 (+0.53%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

CAPE · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-4.4%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 2025127$5.05M$7.12M39Aug 14, 2025
Q3 2025126$18.6M$4.21M44Nov 14, 2025
Q4 2025910$6.12M$5.04M45Feb 14, 2026
Q1 20261116$13.5M$72.1M48May 15, 2026
Q2 2026918$11.3M$28.2M46Aug 14, 2026

Quarterly action breakdown

Q2 2026
46 filers
New position
4
$4.01M+124K sh
Increased
5
$7.3M+225K sh
Reduced
11
-$23.2M-715K sh
Out / sold
7
-$4.98M-153K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Evensky & Katz LLCReduce 99.86%-$15.9M$22K0.00%Jul 22, 2026
Foundations Investment Advisors, LLCAdded 21.32%+$5.06M$28.8M0.30%Aug 14, 2026
Clear Point Advisors Inc.New Buy+$4M$4M3.54%Jul 29, 2026
Capital Investment Advisors, LLCReduce 64.02%-$1.31M$736K0.01%Aug 6, 2026
Armor Investment Advisors, LLCSell 100%-$1.03M$00.00%Aug 4, 2026
Dana Investment Advisors, Inc.Sell 100%-$646K$00.00%Aug 13, 2026
Santori & Peters, Inc.Reduce 7.67%-$633K$7.61M2.15%Jul 24, 2026
Straightline Group LLCAdded 1.30%+$395K$30.8M14.51%Aug 14, 2026
HF Advisory Group, LLCAdded 8.68%+$388K$4.85M1.50%Jul 9, 2026
Csenge Advisory GroupReduce 9.82%-$312K$2.87M0.12%Aug 10, 2026
Cibc World Market Inc.Reduce 48.77%-$225K$237K0.00%Aug 13, 2026
Main Street Financial Solutions, LLCAdded 5.59%+$171K$3.23M0.21%Aug 7, 2026
Waddell & Associates, LLCReduce 1.58%-$171K$10.7M0.53%Jul 15, 2026
Socha Financial Group, LLCReduce 8.80%-$148K$1.53M0.62%Aug 6, 2026
Walled Lake Planning & Wealth Management, LLCReduce 0.42%-$112K$26.2M6.61%Jul 20, 2026
Legacy Wealth Managment, LLCSell 100%-$99.2K$00.00%Aug 13, 2026
United Advisor Group, LLCAdded 27.83%+$76.1K$350K0.04%Jul 29, 2026
TD Capital Management LLCSell 100%-$66.1K$00.00%Aug 6, 2026
Kingswood Wealth Advisors, LLCReduce 18.56%-$58.4K$256K0.01%Jul 27, 2026
Avaii Wealth Management, LLCReduce 2.03%-$15.4K$742K0.22%Aug 10, 2026
Kayne Anderson Rudnick Investment Management LLCReduce 0.29%-$2.69K$934K0.00%Aug 13, 2026
Imprint Wealth LLCNew Buy+$1.17K$1.17K0.00%Aug 14, 2026
Transcend Capital Advisors, LLCAdded 0.14%+$357$255K0.02%Aug 4, 2026

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