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Manager record

Stonehage Fleming Financial Services Holdings Ltd

St. Helier, Y9 · CIK 1786379 · 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.

$2.93BReported 13F valueQ2 2026 · as filed
276Holdings listed
+6.7%vs prior quartervalue change includes market moves
5Quarters on record
Aug 17Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $3.4B$3.4BQ2 2025262 holdingsQ3 2025: $3.5B$3.5BQ3 2025269 holdingsQ4 2025: $3.3B$3.3BQ4 2025269 holdingsQ1 2026: $2.7B$2.7BQ1 2026287 holdingsQ2 2026: $2.9B$2.9BQ2 2026276 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
Aug 17 2026 13F-HR · period Q2 2026

$2.93B · 276 holdings listed · View original SEC filing ↗
May 13 2026 13F-HR · period Q1 2026

$2.75B · 287 holdings listed · View original SEC filing ↗
Jan 13 2026 13F-HR · period Q4 2025

$3.25B · 269 holdings listed · View original SEC filing ↗
Nov 03 2025 13F-HR · period Q3 2025

$3.53B · 269 holdings listed · View original SEC filing ↗
Jul 25 2025 13F-HR · period Q2 2025

$3.44B · 262 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: Q2 2026 · latest filing Aug 17, 2026 · Change methodology