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OSAIC HOLDINGS, INC.

CIK
1677044
City
SCOTTSDALE
State / Country
AZ

Top Portfolio Positions

4,509 positions · $26,967,419,785 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in CRSP

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $2,856,862 60,056
2025-12-31 $3,105,023 59,211
2025-09-30 $3,625,145 55,935
2025-06-30 $2,530,981 52,035
2025-03-31 $1,485,850 43,663
2024-12-31 $1,964,692 49,916
2024-09-30 $3,984,089 84,804
2024-06-30 $4,774,535 88,401
2024-03-31 $6,206,033 91,051
2023-12-31 $5,663,357 90,469
2023-09-30 $4,698,815 103,521
2023-06-30 $4,784,301 85,221
2023-03-31 $3,845,903 85,030
2022-12-31 $2,801,391 68,915
2022-09-30 $3,336,047 51,049
2022-06-30 $3,095,011 50,930
2022-03-31 $3,236,415 51,560
2021-12-31 $3,644,939 48,099
2021-09-30 $4,699,153 41,983
2021-06-30 $5,660,156 34,963
2021-03-31 $3,660,736 30,043
2020-12-31 $2,689,679 17,567
2020-09-30 $1,812,476 21,670
2020-06-30 $1,425,628 19,399
2020-03-31 $813,292 19,177