Signals

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☆SBGSY

68 in-universe funds with a nonzero position in SBGSY within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#21674
Score / z0.000 / -0.02
Consensus16.88 over 39 funds
Momentumnot computed

Price & positioning

No cached price history for this ticker yet — the price-cache warm job has not reached it. Not the same as a flat price.
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Cardinal Capital Management, Inc. CIK 0001518235 0.719 70 40.6 1.0% 5 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
☆Hemenway Trust Co LLC CIK 0001494234 0.632 135 40.4 2.8% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Broderick Brian C CIK 0001314376 0.508 95 16.5 2.6% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 16.1 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Douglass Winthrop Advisors, LLC CIK 0001308527 0.820 308 11.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Azimuth Capital Investment Management LLC CIK 0001942364 0.438 313 11.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PUZO MICHAEL J CIK 0001053914 0.425 66 11.1 2.9% 5 +0.1 pp +0.3 pp +0.2 pp +0.2 pp
☆SOMERVILLE KURT F CIK 0001215208 0.429 97 10.6 2.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Kidder Stephen W CIK 0001314377 0.476 75 9.3 2.4% 5 +0.1 pp +0.2 pp +0.1 pp +0.1 pp
☆Ramirez Asset Management, Inc. CIK 0001992110 0.195 360 8.9 0.9% 5 +0.1 pp +0.0 pp -0.0 pp -0.1 pp
☆Delaney Dennis R CIK 0001661536 0.404 61 8.9 2.8% 5 +0.1 pp +0.2 pp +0.1 pp +0.2 pp
☆Boston Common Asset Management, LLC CIK 0001409427 0.491 186 7.1 0.4% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Elefante Mark B CIK 0001661535 0.333 60 6.3 2.7% 5 +0.1 pp +0.2 pp +0.1 pp +0.2 pp
☆Dempze Nancy E CIK 0001592614 0.301 91 5.9 2.8% 5 +0.2 pp +0.3 pp +0.1 pp +0.1 pp
☆Notis-McConarty Edward CIK 0001592616 0.343 67 5.5 2.4% 5 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 4.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MITCHELL CAPITAL MANAGEMENT CO CIK 0001080351 0.254 117 3.5 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Capital Management LLC CIK 0001329883 0.433 3289 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DB Fitzpatrick & Co, Inc CIK 0001885767 0.361 100 1.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +0.0 pp
☆Trivant Custom Portfolio Group, LLC CIK 0001977992 0.217 82 1.3 0.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Collaborative Fund Advisors, LLC CIK 0002132074 0.006 182 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RNC CAPITAL MANAGEMENT LLC CIK 0000051762 0.545 181 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.4 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Canopy Partners, LLC CIK 0001960860 0.327 256 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WENDELL DAVID ASSOCIATES INC CIK 0000878228 0.635 155 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Myriad Asset Management US LP CIK 0001857187 0.066 52 0.3 0.4% 1 +0.4 pp +0.4 pp -0.0 pp +0.4 pp
☆RIVERBRIDGE PARTNERS LLC CIK 0001112325 0.623 198 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.440 548 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENTERPRISE FINANCIAL SERVICES CORP (EFSC, EFSCP) CIK 0001025835 0.248 184 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PARADIGM ASSET MANAGEMENT CO LLC CIK 0001034549 0.034 419 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Byrne Asset Management LLC CIK 0001911322 0.159 591 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Benson Wealth Management INC CIK 0002109863 0.054 367 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horrell Capital Management, Inc. CIK 0001385925 0.439 196 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Accent Capital Management, LLC CIK 0002014179 0.000 299 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Atlatl Advisers LLC CIK 0002023168 0.000 459 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆eCIO, Inc. CIK 0001830823 0.330 46 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Corient IA LP CIK 0002058426 0.030 249 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp -0.1 pp
☆Copeland Capital Management, LLC CIK 0001541743 0.466 265 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ZEVIN ASSET MANAGEMENT LLC CIK 0001394096 0.453 97 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp -1.1 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just SBGSY). Qtrs Held counts distinct quarters this fund has actually held SBGSY (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SBGSY position size. Δ columns are the percentage-point change in SBGSY's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status