Stock
Ab Large Cap Growth Advisor
Ticker not mapped · held by 4 managers
Reported value
$2.49M
Holders
4
+0 new · −0 exited
Holders’ est. mark
−$244K
Price effect on 4 books still in the name
Largest holder
$1.7M
Garton & Associates Financial Advisors LLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Garton & Associates Financial Advisors LLC | 16.7K | $1.7M | −$182.3K | Cut−$440.3K |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 3.77K | $412.6K | −$21.5K | Cut−$63.4K |
| OAKWORTH CAPITAL, INC. | 3.68K | $375.2K | −$40.2K | Cut−$40.2K |
| Coston, McIsaac & Partners | 292 | $29 | −$4 | Cut−$4 |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.