Stonehage Fleming Financial Services Holdings Ltd

All 13F Filings

Location
St. Helier, Y9
Most recent 13F
Q2 2026
Holdings value ($000)
2,931,904
Description
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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
Q2 2026 8/17/2026 215 2,931,904 13F-HR Stonehage Fleming Financial Services Holdings Ltd
Q1 2026 5/13/2026 226 2,748,645 13F-HR Stonehage Fleming Financial Services Holdings Ltd
Q4 2025 1/13/2026 222 3,251,557 13F-HR Stonehage Fleming Financial Services Holdings Ltd
Q3 2025 11/3/2025 219 3,526,330 13F-HR Stonehage Fleming Financial Services Holdings Ltd
Q2 2025 7/25/2025 212 3,444,201 13F-HR Stonehage Fleming Financial Services Holdings Ltd
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 2.668 M 91.0% 124.2 K 0 124.2 K
ETFs 263.4 K 9.0% 59.02 K 0 59.02 K
Other 334 0.0% 37 0 37
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Fund Snapshot

Q2 2026
Latest filed
8/17/2026
Total value ($000)
2,931,904
Holdings
215
QoQ value change ($000)
183,259 (6.7%)
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.