Credit Suisse AG
GLDI- Exchange
- Nasdaq
- Industry
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0001053092
No open-market purchases or sales by Credit Suisse AG insiders were filed in the last 90 days; 33 institutions reported holding it in 13F filings for Q2 2026, worth $20.4M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Credit Suisse AG as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 25
- −1 vs. Q1 2021
- Shares held
- 1.85M
- +270.9K (+17.1%) vs. Q1 2021
- Total value
- $15.9M
- +$2.12M (+15.4%) vs. Q1 2021
- New holders
- 4
- 10 more added
- Sold out
- 5
- 3 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting GLDI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 33 | $20.4M |
| Q1 2026 | 35 | $49.2M |
| Q4 2025 | 31 | $21.2M |
| Q3 2025 | 26 | $17.5M |
| Q2 2025 | 19 | $10.0M |
| Q1 2025 | 19 | $12.1M |
| Q4 2024 | 24 | $10.9M |
| Q3 2024 | 19 | $9.03M |
| Q2 2024 | 17 | $8.92M |
| Q1 2024 | 19 | $11.2M |
| Q4 2023 | 21 | $13.8M |
| Q3 2023 | 20 | $10.7M |
| Q2 2023 | 20 | $13.1M |
| Q1 2023 | 24 | $20.6M |
| Q4 2022 | 24 | $32.7M |
| Q3 2022 | 25 | $24.8M |
| Q2 2022 | 38 | $36.0M |
| Q1 2022 | 31 | $32.1M |
| Q4 2021 | 33 | $26.0M |
| Q3 2021 | 25 | $17.8M |
| Q2 2021 | 25 | $15.9M |
| Q1 2021 | 26 | $13.8M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Credit Suisse AG; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 25 | $0 | 0.00% | +23+1,150.0% | Added |
| Parallel Advisors, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 125 | $1.00K | 0.00% | +125 | New |
| Captrust Financial Advisors | 220 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 428 | $4.00K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 1,000 | $9.00K | 0.00% | −78−7.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,500 | $12.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,424 | $21.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 10,000 | $86.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 19,461 | $166.0K | 0.01% | +2,639+15.7% | Added |
| Castleview Partners, LLC | 29,191 | $250.0K | 0.11% | +29,191 | New |
| Toroso Investments, LLC | 49,128 | $420.0K | 0.02% | +1,295+2.7% | Added |
| Weaver Consulting Group | 60,903 | $521.0K | 0.29% | +500+0.8% | Added |
| Dynamic Advisor Solutions LLC | 66,500 | $569.0K | 0.05% | +21,000+46.2% | Added |
| DCM Advisors, LLC | 68,400 | $585.0K | 0.33% | +8,400+14.0% | Added |
| Old Mission Capital LLC | 79,201 | $677.0K | 0.02% | +79,201 | New |
| UBS Group AG | 109,784 | $939.0K | 0.00% | +40,216+57.8% | Added |
| Federation des caisses Desjardins du Quebec | 110,890 | $948.1K | 0.01% | −4,610−4.0% | Reduced |
| Wedbush Securities Inc | 111,985 | $957.0K | 0.05% | +111,985 | New |
| Janney Montgomery Scott LLC | 145,127 | $1.24M | 0.01% | +11,361+8.5% | Added |
| LPL Financial LLC | 147,519 | $1.26M | 0.00% | +72,213+95.9% | Added |
| American Portfolios Advisors | 186,305 | $1.59M | 0.06% | −1,430−0.8% | Reduced |
| Cavalier Investments, LLC | 200,000 | $1.71M | 0.62% | 00.0% | Unchanged |
| Credit Suisse AG | 193,636 | $1.73M | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 261,040 | $2.23M | 0.00% | +15,624+6.4% | Added |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −82,291−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −26,636−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −843−100.0% | Sold out |