ALBION FINANCIAL GROUP /UT
All 13F Filings
- Location
- Salt Lake City, UT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,726,292
- Description
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- 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 | 7/22/2026 | 652 | 1,726,292 | 13F-HR | ALBION FINANCIAL GROUP /UT |
| Q1 2026 | 4/27/2026 | 737 | 1,549,807 | 13F-HR | ALBION FINANCIAL GROUP /UT |
| Q4 2025 | 1/21/2026 | 650 | 1,606,750 | 13F-HR | ALBION FINANCIAL GROUP /UT |
| Q3 2025 | 10/20/2025 | 651 | 1,655,817 | 13F-HR | ALBION FINANCIAL GROUP /UT |
| Q2 2025 | 7/17/2025 | 586 | 1,530,713 | 13F-HR | ALBION FINANCIAL GROUP /UT |
| Q1 2014 | 5/13/2014 | 190 | 542,187 | 13F-HR | ALBION FINANCIAL GROUP /UT |
| Q4 2013 | 2/13/2014 | 173 | 533,320 | 13F-HR | ALBION FINANCIAL GROUP /UT |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 994.1 K | 57.6% | 78.5 K | 0 | 78.5 K |
| ETFs | 732.2 K | 42.4% | 97.98 K | 0 | 97.98 K |
| Other | 5 | 0.0% | 0 | 0 | 0 |
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Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
1,726,292
Holdings
652
QoQ value change ($000)
176,485
(11.4%)
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.