HOWE & RUSLING INC
All 13F Filings
- Location
- Rochester, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,724,078
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 479 | 1,724,078 | 13F-HR | HOWE & RUSLING INC |
| Q1 2026 | 4/28/2026 | 477 | 1,532,406 | 13F-HR | HOWE & RUSLING INC |
| Q4 2025 | 2/17/2026 | 478 | 1,511,765 | 13F-HR | HOWE & RUSLING INC |
| Q3 2025 | 11/5/2025 | 452 | 1,458,565 | 13F-HR | HOWE & RUSLING INC |
| Q2 2025 | 8/12/2025 | 468 | 1,353,673 | 13F-HR | HOWE & RUSLING INC |
| Q2 2014 | 7/31/2014 | 889 | 445,277 | 13F-HR | HOWE & RUSLING INC |
| Q1 2014 | 5/7/2014 | 861 | 407,797 | 13F-HR | HOWE & RUSLING INC |
| Q4 2013 | 7/31/2014 | 804 | 397,050 | 13F-HR/A - RESTATEMENT | HOWE & RUSLING INC |
| Q4 2013 | 2/7/2014 | 897 | 1,649,733 | 13F-HR | HOWE & RUSLING INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.131 M | 65.6% | 103.6 K | 0 | 103.6 K |
| ETFs | 592.3 K | 34.4% | 87.97 K | 0 | 87.97 K |
| Debt | 315 | 0.0% | 92 | 0 | 92 |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
1,724,078
Holdings
479
QoQ value change ($000)
191,672
(12.5%)
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.