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Manager record

Sage Financial Group Inc

W. Conshohocken, PA · CIK 882119 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.81BReported 13F valueQ3 2026 · as filed
116Holdings listed
-49.5%vs prior quartervalue change includes market moves
6Quarters on record
Oct 27Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $1.4B$1.4BQ2 2025101 holdingsQ3 2025: $1.5B$1.5BQ3 202597 holdingsQ4 2025: $1.5B$1.5BQ4 2025106 holdingsQ1 2026: $1.5B$1.5BQ1 2026107 holdingsQ2 2026: $3.6B$3.6BQ2 2026220 holdingsQ3 2026: $1.8B$1.8BQ3 2026116 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 27 2026 13F-HR/A · period Q2 2026

$1.78B · 110 holdings listed · amendment (restatement) · View original SEC filing ↗
Oct 27 2026 13F-HR · period Q3 2026

$1.81B · 116 holdings listed · View original SEC filing ↗
Jul 21 2026 13F-HR · period Q2 2026

$1.81B · 110 holdings listed · View original SEC filing ↗
May 07 2026 13F-HR · period Q1 2026

$1.54B · 107 holdings listed · View original SEC filing ↗
Jan 27 2026 13F-HR · period Q4 2025

$1.51B · 106 holdings listed · View original SEC filing ↗
Nov 13 2025 13F-HR · period Q3 2025

$1.47B · 97 holdings listed · View original SEC filing ↗
Jul 22 2025 13F-HR · period Q2 2025

$1.35B · 101 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 27, 2026 · Change methodology