Stack Financial Management, Inc
All 13F Filings
- Location
- Whitefish, MT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,281,385
- 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 | 8/3/2026 | 54 | 1,281,385 | 13F-HR | Stack Financial Management, Inc |
| Q1 2026 | 5/4/2026 | 52 | 1,361,473 | 13F-HR | Stack Financial Management, Inc |
| Q4 2025 | 2/3/2026 | 59 | 1,311,321 | 13F-HR | Stack Financial Management, Inc |
| Q3 2025 | 11/3/2025 | 51 | 1,205,020 | 13F-HR | Stack Financial Management, Inc |
| Q2 2025 | 7/25/2025 | 49 | 1,132,028 | 13F-HR | Stack Financial Management, Inc |
| Q2 2014 | 8/11/2014 | 55 | 820,191 | 13F-HR | Stack Financial Management, Inc |
| Q1 2014 | 5/9/2014 | 54 | 779,734 | 13F-HR | Stack Financial Management, Inc |
| Q4 2013 | 2/7/2014 | 47 | 754,192 | 13F-HR | Stack Financial Management, Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.187 M | 92.6% | 0 | 26.26 K | -26.26 K |
| ETFs | 94.81 K | 7.4% | 0 | 53.83 K | -53.83 K |
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Fund Snapshot
Q2 2026
Latest filed
8/3/2026
Total value ($000)
1,281,385
Holdings
54
QoQ value change ($000)
-80,088
(-5.9%)
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.