NEVILLE RODIE & SHAW INC
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 1,475,262
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/5/2026 | 239 | 1,475,262 | 13F-HR | NEVILLE RODIE & SHAW INC |
| Q2 2026 | 7/6/2026 | 244 | 1,545,185 | 13F-HR | NEVILLE RODIE & SHAW INC |
| Q1 2026 | 4/1/2026 | 245 | 1,376,461 | 13F-HR | NEVILLE RODIE & SHAW INC |
| Q4 2025 | 1/6/2026 | 245 | 1,416,309 | 13F-HR | NEVILLE RODIE & SHAW INC |
| Q3 2025 | 10/1/2025 | 246 | 1,383,201 | 13F-HR | NEVILLE RODIE & SHAW INC |
| Q2 2025 | 7/2/2025 | 249 | 1,347,621 | 13F-HR | NEVILLE RODIE & SHAW INC |
| Q2 2014 | 7/10/2014 | 267 | 995,937 | 13F-HR | NEVILLE RODIE & SHAW INC |
| Q1 2014 | 4/8/2014 | 258 | 923,822 | 13F-HR | NEVILLE RODIE & SHAW INC |
| Q4 2013 | 1/13/2014 | 260 | 924,283 | 13F-HR | NEVILLE RODIE & SHAW INC |
| Q2 2013 | 1/13/2014 | 264 | 826,080 | 13F-HR/A - RESTATEMENT | NEVILLE RODIE & SHAW INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.38 M | 93.6% | 0 | 76.28 K | -76.28 K |
| ETFs | 94.79 K | 6.4% | 6.354 K | 0 | 6.354 K |
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Fund Snapshot
Q3 2026
Latest filed
10/5/2026
Total value ($000)
1,475,262
Holdings
239
QoQ value change ($000)
-69,923
(-4.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.