Bell Investment Advisors, Inc
All 13F Filings
- Location
- Orinda, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 684,343
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/28/2026 | 1,934 | 684,343 | 13F-HR | Bell Investment Advisors, Inc |
| Q2 2026 | 8/6/2026 | 1,820 | 680,825 | 13F-HR | Bell Investment Advisors, Inc |
| Q1 2026 | 4/17/2026 | 1,860 | 639,151 | 13F-HR | Bell Investment Advisors, Inc |
| Q4 2025 | 2/24/2026 | 1,802 | 632,341 | 13F-HR | Bell Investment Advisors, Inc |
| Q3 2025 | 11/21/2025 | 1,876 | 611,945 | 13F-HR | Bell Investment Advisors, Inc |
| Q2 2025 | 8/11/2025 | 1,879 | 581,565 | 13F-HR | Bell Investment Advisors, Inc |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 132 K | 19.3% | 6.904 K | 0 | 6.904 K |
| ETFs | 549.7 K | 80.3% | 0 | 3.288 K | -3.288 K |
| Debt | 2.643 K | 0.4% | 0 | 127 | -127 |
| Other | 16 | 0.0% | 0 | 2 | -2 |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
10/28/2026
Total value ($000)
684,343
Holdings
1934
QoQ value change ($000)
3,518
(0.5%)
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.