BRAUN STACEY ASSOCIATES INC

All 13F Filings

Location
New York, NY
Most recent 13F
Q4 2025
Holdings value ($000)
3,085,551
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
Q4 2025 1/20/2026 113 3,085,551 13F-HR BRAUN STACEY ASSOCIATES INC
Q3 2025 10/21/2025 114 3,052,871 13F-HR BRAUN STACEY ASSOCIATES INC
Q2 2025 8/12/2025 112 2,763,541 13F-HR BRAUN STACEY ASSOCIATES INC
Q2 2014 8/7/2014 162 1,681,100 13F-HR BRAUN STACEY ASSOCIATES INC
Q1 2014 5/8/2014 154 1,709,606 13F-HR BRAUN STACEY ASSOCIATES INC
Q4 2013 2/20/2014 151 1,747,202 13F-HR BRAUN STACEY ASSOCIATES INC
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 3.053 M 99.0% 31.44 K 0 31.44 K
ETFs 32.26 K 1.0% 1.238 K 0 1.238 K
Swipe for more columns

Fund Snapshot

Q4 2025
Latest filed
1/20/2026
Total value ($000)
3,085,551
Holdings
113
QoQ value change ($000)
32,680 (1.1%)
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.