Skip to main content

SageView Advisory Group, LLC

SEC CIK
0001914558
Latest filing
Aug 10, 2026

MSCI holding history

MSCI Inc. in every 13F filed by SageView Advisory Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MSCI overviewAll 13F holders of MSCIFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q4 2023
Holdings of MSCI by SageView Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−47−100.0%Sold outHolders
Q4 202547$27.0K<0.1%+47NewHolders
Q3 20240$00.0%−643−100.0%Sold outHolders
Q2 2024643$309.6K<0.1%−5,739−89.9%ReducedHolders
Q1 20246,382$601.0K<0.1%+5,554+670.8%AddedHolders
Q4 2023828$498.8K<0.1%+828NewHolders