Johnson Financial Group, Inc.
All 13F Filings
- Location
- Racine, WI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 2,762,045
- Description
- —
- Website
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/7/2026 | 891 | 2,762,045 | 13F-HR | Johnson Financial Group, Inc. |
| Q4 2025 | 2/12/2026 | 923 | 2,671,617 | 13F-HR | Johnson Financial Group, Inc. |
| Q3 2025 | 11/13/2025 | 1,064 | 2,665,012 | 13F-HR | Johnson Financial Group, Inc. |
| Q2 2025 | 8/13/2025 | 712 | 2,222,113 | 13F-HR | Johnson Financial Group, Inc. |
| Q2 2014 | 8/6/2014 | 705 | 379,304 | 13F-HR | Johnson Financial Group, Inc. |
| Q1 2014 | 5/14/2014 | 724 | 342,189 | 13F-HR | Johnson Financial Group, Inc. |
| Q4 2013 | 2/11/2014 | 704 | 345,591 | 13F-HR | Johnson Financial Group, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 720.1 K | 26.1% | 0 | 646.8 K | -646.8 K |
| ETFs | 2.042 M | 73.9% | 766.5 K | 0 | 766.5 K |
| Debt | 112 | 0.0% | 112 | 0 | 112 |
| Other | 4 | 0.0% | 0 | 29.39 K | -29.39 K |
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Fund Snapshot
Q1 2026
Latest filed
5/7/2026
Total value ($000)
2,762,045
Holdings
891
QoQ value change ($000)
90,428
(3.4%)
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.