CAPTRUST FINANCIAL ADVISORS

CIK
1512024
City
RALEIGH
State / Country
NC

Top Portfolio Positions

2,044 positions · $28,322,749,827 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

30 quarters · across all stocks

Holdings in SGMO

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Shares Held

Position Value (USD)

15 quarters on record
Report Date Value (USD) Shares
2026-03-31 $67,188 268,755
2025-12-31 $12,287 29,255
2025-09-30 $19,600 29,255
2025-06-30 $15,797 29,255
2025-03-31 $19,308 29,255
2024-12-31 $29,840 29,255
2022-06-30 $5,125 1,238
2022-03-31 $11,219 1,931
2021-12-31 $15,060 2,008
2021-09-30 $15,938 1,769
2021-06-30 $21,174 1,769
2021-03-31 $61,397 4,900
2020-12-31 $58,178 3,727
2020-09-30 $47,051 4,979
2020-06-30 $43,464 4,851