Financial Management, Inc.

All 13F Filings

Location
Little Rock, AR
Most recent 13F
Q2 2026
Holdings value ($000)
121,973
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 8/12/2026 46 121,973 13F-HR Financial Management, Inc.
Q1 2026 7/2/2026 39 106,463 13F-HR Financial Management, Inc.
Q4 2025 7/2/2026 40 105,281 13F-HR Financial Management, Inc.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 20.07 K 16.5% 2.45 K 0 2.45 K
ETFs 101.9 K 83.5% 13.06 K 0 13.06 K
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Fund Snapshot

Q2 2026
Latest filed
8/12/2026
Total value ($000)
121,973
Holdings
46
QoQ value change ($000)
15,510 (14.6%)
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.