Chancellor Financial Group WB LP
All 13F Filings
- Location
- Wilkes Barre, PA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 147,597
- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 2/5/2026 | 137 | 147,597 | 13F-HR | Chancellor Financial Group WB LP |
| Q3 2025 | 11/12/2025 | 132 | 141,735 | 13F-HR | Chancellor Financial Group WB LP |
| Q2 2025 | 8/6/2025 | 135 | 129,481 | 13F-HR | Chancellor Financial Group WB LP |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1.454 K
(1.0% of total reported value)
· QoQ Δ:
+284
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 133.5 K | 91.3% | 5.663 K | 0 | 5.663 K |
| ETFs | 12.68 K | 8.7% | 0 | 89 | -89 |
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Fund Snapshot
Q4 2025
Latest filed
2/5/2026
Total value ($000)
147,597
Holdings
137
QoQ value change ($000)
5,862
(4.1%)
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.