GREENWOOD CAPITAL ASSOCIATES LLC
All 13F Filings
- Location
- Greenwood, SC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,018,908
- 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 | 7/28/2026 | 284 | 1,018,908 | 13F-HR | GREENWOOD CAPITAL ASSOCIATES LLC |
| Q1 2026 | 4/29/2026 | 286 | 907,564 | 13F-HR | GREENWOOD CAPITAL ASSOCIATES LLC |
| Q4 2025 | 1/26/2026 | 256 | 920,868 | 13F-HR | GREENWOOD CAPITAL ASSOCIATES LLC |
| Q3 2025 | 10/16/2025 | 255 | 866,536 | 13F-HR | GREENWOOD CAPITAL ASSOCIATES LLC |
| Q2 2025 | 7/21/2025 | 249 | 803,920 | 13F-HR | GREENWOOD CAPITAL ASSOCIATES LLC |
| Q1 2014 | 5/14/2014 | 135 | 311,158 | 13F-HR | GREENWOOD CAPITAL ASSOCIATES LLC |
| Q4 2013 | 2/11/2014 | 111 | 321,963 | 13F-HR | GREENWOOD CAPITAL ASSOCIATES LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 692.2 K | 67.9% | 62.84 K | 0 | 62.84 K |
| ETFs | 326.7 K | 32.1% | 48.49 K | 0 | 48.49 K |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
1,018,908
Holdings
284
QoQ value change ($000)
111,344
(12.3%)
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.