ALBION FINANCIAL GROUP /UT
All 13F Filings
- Location
- Salt Lake City, UT
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,549,807
- Description
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- Website
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- Founded
- —
- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 915.5 K | 59.1% | 0 | 301.5 K | -301.5 K |
| ETFs | 634.2 K | 40.9% | 246.7 K | 0 | 246.7 K |
| Other | 5 | 0.0% | 0 | 2.172 K | -2.172 K |
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Fund Snapshot
Q1 2026
Latest filed
4/27/2026
Total value ($000)
1,549,807
Holdings
737
QoQ value change ($000)
-56,943
(-3.5%)
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.