Credit Suisse AG
SLVO- 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; 27 institutions reported holding it in 13F filings for Q2 2026, worth $7.40M 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
- 26
- +4 vs. Q1 2021
- Shares held
- 1.09M
- +356.3K (+48.5%) vs. Q1 2021
- Total value
- $6.73M
- +$2.26M (+50.4%) vs. Q1 2021
- New holders
- 8
- 14 more added
- Sold out
- 4
- 1 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SLVO 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 | 27 | $7.40M |
| Q1 2026 | 28 | $12.1M |
| Q4 2025 | 36 | $15.5M |
| Q3 2025 | 20 | $9.06M |
| Q2 2025 | 21 | $9.91M |
| Q1 2025 | 17 | $6.90M |
| Q4 2024 | 12 | $3.51M |
| Q3 2024 | 9 | $3.73M |
| Q2 2024 | 10 | $4.77M |
| Q1 2024 | 15 | $8.26M |
| Q4 2023 | 17 | $8.88M |
| Q3 2023 | 14 | $4.14M |
| Q2 2023 | 14 | $4.46M |
| Q1 2023 | 20 | $7.85M |
| Q4 2022 | 18 | $6.97M |
| Q3 2022 | 19 | $7.76M |
| Q2 2022 | 30 | $6.61M |
| Q1 2022 | 26 | $7.30M |
| Q4 2021 | 29 | $13.6M |
| Q3 2021 | 30 | $9.49M |
| Q2 2021 | 26 | $6.73M |
| Q1 2021 | 22 | $4.47M |
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 |
|---|---|---|---|---|---|
| Mark Stevens | 332,949 | $2.02M | 0.22% | +143,449+75.7% | Added |
| Old Mission Capital LLC | 206,879 | $1.26M | 0.05% | +8,346+4.2% | Added |
| Credit Suisse AG | 121,245 | $829.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 79,202 | $486.0K | 0.02% | +39,648+100.2% | Added |
| Federation des caisses Desjardins du Quebec | 75,688 | $460.2K | 0.00% | +60,330+392.8% | Added |
| Dynamic Advisor Solutions LLC | 60,000 | $365.0K | 0.03% | +18,750+45.5% | Added |
| Advisor Group Holdings, Inc. | 29,082 | $177.0K | 0.00% | +6,997+31.7% | Added |
| Envestnet Asset Management Inc | 29,082 | $177.0K | 0.00% | +7,715+36.1% | Added |
| Pasadena Private Wealth, LLC | 27,579 | $168.0K | 0.06% | +27,579 | New |
| UBS Group AG | 20,000 | $122.0K | 0.00% | +7,500+60.0% | Added |
| B. Riley Wealth Management, Inc. | 20,000 | $122.0K | 0.01% | +20,000 | New |
| Jaffetilchin Investment Partners, LLC | 19,460 | $118.0K | 0.01% | +19,460 | New |
| Cambridge Investment Research Advisors, Inc. | 15,000 | $91.0K | 0.00% | +15,000 | New |
| DFPG Investments, LLC | 14,695 | $89.0K | 0.03% | +14,695 | New |
| LPL Financial LLC | 13,460 | $82.0K | 0.00% | +34+0.3% | Added |
| IFP Advisors, Inc | 8,700 | $52.0K | 0.00% | +2,700+45.0% | Added |
| Wells Fargo & Company | 4,457 | $27.0K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 4,000 | $24.0K | 0.01% | +4,000 | New |
| Wagner Wealth Management, LLC | 3,050 | $19.0K | 0.01% | −700−18.7% | Reduced |
| D'Orazio & Associates, Inc. | 2,400 | $15.0K | 0.00% | +1,099+84.5% | Added |
| Royal Bank of Canada | 1,500 | $9.00K | 0.00% | +1,500 | New |
| Captrust Financial Advisors | 1,000 | $6.00K | 0.00% | +1,000 | New |
| CWM, LLC | 668 | $4.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 535 | $3.00K | 0.00% | +35+7.0% | Added |
| Laurel Wealth Advisors LLC | 335 | $2.00K | 0.00% | +16+5.0% | Added |
| FMR LLC | 50 | $0 | 0.00% | +49+4,900.0% | Added |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −15,691−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −26,154−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −910−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −100−100.0% | Sold out |