Turner Financial Group, Inc.
All 13F Filings
- Location
- Pace, FL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 96,389
- Description
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- Website
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- Founded
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- 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 | 11/9/2026 | 100 | 96,389 | 13F-HR | Turner Financial Group, Inc. |
| Q2 2026 | 8/14/2026 | 112 | 100,540 | 13F-HR | Turner Financial Group, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 59.12 K | 61.3% | 0 | 4.265 K | -4.265 K |
| ETFs | 37.27 K | 38.7% | 114 | 0 | 114 |
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Fund Snapshot
Q3 2026
Latest filed
11/9/2026
Total value ($000)
96,389
Holdings
100
QoQ value change ($000)
-4,151
(-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.