Position in FUTU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,593
+$89 QoQ
Shares Held
17
+54.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#289
of 317 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FUTU Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Bell Investment Advisors, Inc holds $764,661 across 29 Capital Markets names. FUTU ranks #19 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
261 | $263,967 | |
| 2 | SCHW |
Schwab Charles Corp
|
1,597 | $147,355 | |
| 3 | MS |
Morgan Stanley
|
702 | $146,746 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
629 | $63,076 | |
| 5 | EVR |
Evercore Inc.
|
122 | $41,655 | |
| 6 | TW |
Tradeweb Markets Inc.
|
130 | $12,955 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
42 | $11,830 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
88 | $11,803 |
All Filings in FUTU
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,593 | 17 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,504 | 11 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,806 | 11 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $1,913 | 11 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $3,213 | 26 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,661 | 26 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $2,079 | 26 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,486 | 26 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,705 | 26 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,407 | 26 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $819 | 15 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $867 | 15 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $596 | 15 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,348 | 26 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,056 | 26 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,379 | 37 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,088 | 40 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $519 | 12 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $273 | 3 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||