BRAUN STACEY ASSOCIATES INC

All 13F Filings

Location
New York, NY
Most recent 13F
Q2 2026
Holdings value ($000)
3,527,062
Description
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Website
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Founded
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Chairman
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CEO
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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 8/5/2026 113 3,527,062 13F-HR BRAUN STACEY ASSOCIATES INC
Q1 2026 4/22/2026 112 3,008,039 13F-HR BRAUN STACEY ASSOCIATES INC
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
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 3.493 M 99.0% 515.3 K 0 515.3 K
ETFs 34.15 K 1.0% 3.739 K 0 3.739 K
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Fund Snapshot

Q2 2026
Latest filed
8/5/2026
Total value ($000)
3,527,062
Holdings
113
QoQ value change ($000)
519,023 (17.3%)
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.