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NATIONAL FINANCIAL SERVICES CORP hedge fund holdings

PUSH
$49.82-0.04 (-0.08% today)

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

PUSH · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (-1.2%). 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 202540$2.46M$08Aug 14, 2025
Q3 202531$4.92M$763K8Nov 14, 2025
Q4 202542$1.17M$399K10Feb 14, 2026
Q1 2026120$15.4M$017May 15, 2026
Q2 2026231$11.7M$720K31Aug 14, 2026

Quarterly action breakdown

Q2 2026
31 filers
New position
14
$5.26M+104K sh
Increased
9
$6.4M+127K sh
Reduced
0
$00 sh
Out / sold
1
-$720K-14.3K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Crusonia Wealth Advisors LLCNew Buy+$1.63M$1.63M0.27%Jul 30, 2026
Commonwealth Retirement Investments LLCAdded 98.44%+$1.01M$2.04M0.55%Aug 3, 2026
LPWM LLCNew Buy+$605K$605K0.13%Jul 24, 2026
Pine Harbor Wealth Management, LLCNew Buy+$489K$489K0.13%Aug 13, 2026
Daymark Wealth Partners, LLCAdded 20.25%+$416K$2.47M0.06%Jul 31, 2026
Spinnaker Investment Group, LLCNew Buy+$400K$400K0.06%Jul 10, 2026
Vestmark Advisory Solutions, Inc.New Buy+$353K$353K0.00%Aug 14, 2026
Elevation Point Wealth Partners, LLCNew Buy+$353K$353K0.01%Aug 12, 2026
Goldstein Advisors, LLCAdded 10.27%+$328K$3.52M0.32%Jul 20, 2026
Kingswood Wealth Advisors, LLCAdded 23.93%+$205K$1.06M0.04%Jul 27, 2026
Sheets Smith Wealth ManagementNew Buy+$202K$202K0.02%Jul 13, 2026
Tidemark, LLCNew Buy+$195K$195K0.04%Aug 10, 2026
Symphony Financial, Ltd. Co.Added 8.80%+$146K$1.81M0.20%Aug 4, 2026
Foundations Investment Advisors, LLCAdded 13.94%+$44.9K$367K0.00%Aug 14, 2026
Fiduciary Financial AdvisorsNew Buy+$39.6K$39.6K0.00%Aug 14, 2026
Beacon Capital Management, LLCAdded 0.78%+$2.82K$364K0.05%Jul 29, 2026

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