Norris Financial Group, LLC
All 13F Filings
- Location
- Greenville, SC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 251,294
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/5/2026 | 82 | 251,294 | 13F-HR | Norris Financial Group, LLC |
| Q1 2026 | 5/20/2026 | 97 | 306,369 | 13F-HR | Norris Financial Group, LLC |
| Q4 2025 | 5/20/2026 | 97 | 294,219 | 13F-HR | Norris Financial Group, LLC |
| Q3 2025 | 5/20/2026 | 98 | 273,922 | 13F-HR | Norris Financial Group, LLC |
| Q2 2025 | 5/20/2026 | 82 | 244,138 | 13F-HR | Norris Financial Group, LLC |
| Q1 2025 | 5/20/2026 | 85 | 214,303 | 13F-HR | Norris Financial Group, LLC |
| Q4 2024 | 5/20/2026 | 82 | 212,840 | 13F-HR | Norris Financial Group, LLC |
| Q3 2024 | 5/20/2026 | 76 | 203,172 | 13F-HR | Norris Financial Group, LLC |
| Q2 2024 | 5/20/2026 | 78 | 192,018 | 13F-HR | Norris Financial Group, LLC |
| Q1 2024 | 5/20/2026 | 74 | 182,291 | 13F-HR | Norris Financial Group, LLC |
| Q4 2023 | 5/20/2026 | 67 | 164,616 | 13F-HR | Norris Financial Group, LLC |
| Q3 2023 | 5/20/2026 | 63 | 144,184 | 13F-HR | Norris Financial Group, LLC |
| Q2 2023 | 5/20/2026 | 63 | 144,388 | 13F-HR | Norris Financial Group, LLC |
| Q1 2023 | 5/20/2026 | 66 | 136,370 | 13F-HR | Norris Financial Group, LLC |
| Q4 2022 | 5/20/2026 | 68 | 118,293 | 13F-HR | Norris Financial Group, LLC |
| Q3 2022 | 5/20/2026 | 67 | 109,232 | 13F-HR | Norris Financial Group, LLC |
| Q2 2022 | 5/20/2026 | 66 | 124,265 | 13F-HR | Norris Financial Group, LLC |
| Q1 2022 | 5/20/2026 | 84 | 165,668 | 13F-HR | Norris Financial Group, LLC |
| Q4 2021 | 5/20/2026 | 86 | 165,781 | 13F-HR | Norris Financial Group, LLC |
| Q3 2021 | 5/20/2026 | 83 | 151,235 | 13F-HR | Norris Financial Group, LLC |
| Q2 2021 | 5/20/2026 | 82 | 148,337 | 13F-HR | Norris Financial Group, LLC |
| Q1 2021 | 5/20/2026 | 79 | 136,240 | 13F-HR | Norris Financial Group, LLC |
| Q4 2020 | 6/2/2026 | 68 | 126,868 | 13F-HR | Norris Financial Group, LLC |
| Q3 2020 | 6/2/2026 | 69 | 118,169 | 13F-HR | Norris Financial Group, LLC |
| Q2 2020 | 6/2/2026 | 64 | 105,808 | 13F-HR | Norris Financial Group, LLC |
| Q1 2020 | 6/2/2026 | 61 | 89,963 | 13F-HR | Norris Financial Group, LLC |
| Q4 2019 | 6/2/2026 | 55 | 108,356 | 13F-HR | Norris Financial Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 117.6 K | 46.8% | 0 | 6.299 K | -6.299 K |
| ETFs | 133.7 K | 53.2% | 0 | 48.78 K | -48.78 K |
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Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
251,294
Holdings
82
QoQ value change ($000)
-55,075
(-18.0%)
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.