SUSQUEHANNA ADVISORS GROUP, INC.
All 13F Filings
- Location
- Bala Cynwyd, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 3,047,692
- Description
- Bala Cynwyd Pennsylvania based fiduciary portfolio advisory practice with an incorporated management platform and a mandate specific and implementation minded investment mandate. The approach emphasizes fundamental research depth, active stewardship and governance oversight, and planning integrated mandate design for fiduciary household mandates. Mandate delivery is supported by disciplined controls, selective risk taking, and consistent review practices through portfolio oversight consistency and risk accountability.
- Website
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- Founded
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- Chairman
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- 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 | 5/15/2026 | 126 | 3,047,692 | 13F-HR | SUSQUEHANNA ADVISORS GROUP, INC. |
| Q4 2025 | 2/17/2026 | 169 | 6,022,009 | 13F-HR | SUSQUEHANNA ADVISORS GROUP, INC. |
| Q3 2025 | 11/14/2025 | 167 | 6,519,659 | 13F-HR | SUSQUEHANNA ADVISORS GROUP, INC. |
| Q2 2025 | 8/14/2025 | 147 | 3,691,598 | 13F-HR | SUSQUEHANNA ADVISORS GROUP, INC. |
| Q1 2025 | 5/14/2025 | 100 | 2,444,010 | 13F-HR | SUSQUEHANNA ADVISORS GROUP, INC. |
| Q4 2024 | 2/14/2025 | 115 | 3,420,803 | 13F-HR | SUSQUEHANNA ADVISORS GROUP, INC. |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
903.7 K
(29.7% of total reported value)
· QoQ Δ:
-2.008 M
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.414 M | 65.9% | 0 | 1.402 M | -1.402 M |
| ETFs | 481.4 K | 22.5% | 469.9 K | 0 | 469.9 K |
| Debt | 248.7 K | 11.6% | 0 | 33.34 K | -33.34 K |
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Fund Snapshot
Q1 2026
Latest filed
5/15/2026
Total value ($000)
3,047,692
Holdings
126
QoQ value change ($000)
-2,974,317
(-49.4%)
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.