Security record · archived quarter
SAGP
name pending profile ingest
5Tracked holders
—Δ holders
1.10MShares held
$37.42MReported value
+0New positions
−0Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 8 | +2 | 1.23M | $43.74M | +2 | — |
| Q1 2026 | 6 | +1 | 1.23M | $42.08M | +2 | −1 |
| Q4 2025 | 5 | — | 1.10M | $37.42M | — | — |
| Q1 2025 | 1 | +1 | 9.90K | $298,691 | +1 | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baird Financial Group, Inc. | 623.93K | — | $21.14M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Baird Financial Group, Inc. | 623.93K | — | $21.14M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 480.30K | — | $16.27M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | UBS Group AG | 108 | — | $3,659 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Us Bancorp \De\ | 84 | — | $2,846 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 0 | — | $12 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 16 holders, 1.56M shares, $50.22M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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