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Livermore
Livermore
ZHEN

Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

DOX holding history

Amdocs Ltd in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DOX overviewAll 13F holders of DOXFull Q2 2026 holdings

Shares (Q2 2026)
52,300
Value
$2.64M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DOX by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202652,300$2.64M<0.1%+3,322+6.8%AddedHolders
Q1 202648,978$3.20M<0.1%+6,901+16.4%AddedHolders
Q4 202542,077$3.39M<0.1%+1,212+3.0%AddedHolders
Q3 202540,865$3.35M<0.1%−2,669−6.1%ReducedHolders
Q2 202543,534$3.97M<0.1%−2,404−5.2%ReducedHolders
Q1 202545,938$4.20M<0.1%+4,278+10.3%AddedHolders
Q4 202441,660$3.55M<0.1%+3,550+9.3%AddedHolders
Q3 202438,110$3.33M<0.1%+17,880+88.4%AddedHolders
Q2 202420,230$1.60M<0.1%−8,437−29.4%ReducedHolders
Q1 202428,667$2.59M<0.1%−614−2.1%ReducedHolders
Q4 202329,281$2.57M<0.1%−68,255−70.0%ReducedHolders
Q3 202397,536$8.24M<0.1%−255,107−72.3%ReducedHolders
Q2 2023352,643$34.9M0.1%−7,237−2.0%ReducedHolders
Q1 2023359,880$34.6M0.2%+10,647+3.0%AddedHolders
Q4 2022349,233$31.7M0.2%+52,082+17.5%AddedHolders
Q3 2022297,151$23.6M0.1%+290,072+4,097.6%AddedHolders
Q2 20227,079$593.0K<0.1%+4,929+229.3%AddedHolders
Q1 20222,150$178.0K<0.1%−7,436−77.6%ReducedHolders
Q4 20219,586$721.0K<0.1%+8,482+768.3%AddedHolders
Q3 20211,104$84.0K<0.1%−6−0.5%ReducedHolders
Q2 20211,110$86.0K<0.1%−10,973−90.8%ReducedHolders
Q1 202112,083$852.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.