Strategic Financial Services, Inc.
All 13F Filings
- Location
- Utica, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 2,283,184
- 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 | 8/24/2026 | 157 | 2,283,184 | 13F-HR | Strategic Financial Services, Inc. |
| Q1 2026 | 5/8/2026 | 152 | 2,101,661 | 13F-HR | Strategic Financial Services, Inc. |
| Q4 2025 | 2/9/2026 | 144 | 2,167,663 | 13F-HR | Strategic Financial Services, Inc. |
| Q3 2025 | 11/14/2025 | 142 | 1,992,943 | 13F-HR | Strategic Financial Services, Inc. |
| Q2 2025 | 8/1/2025 | 138 | 1,858,774 | 13F-HR | Strategic Financial Services, Inc. |
| Q1 2014 | 5/15/2014 | 96 | 341,507 | 13F-HR | Strategic Financial Services, Inc, |
| Q4 2013 | 2/14/2014 | 97 | 315,395 | 13F-HR | Strategic Financial Services, Inc, |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
2.438 K
(0.1% of total reported value)
· QoQ Δ:
+364
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 164.8 K | 7.2% | 20.14 K | 0 | 20.14 K |
| ETFs | 2.116 M | 92.8% | 161 K | 0 | 161 K |
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Fund Snapshot
Q2 2026
Latest filed
8/24/2026
Total value ($000)
2,283,184
Holdings
157
QoQ value change ($000)
181,523
(8.6%)
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.