Stammdaten
Unternehmen & Branche
| Name | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
|---|---|
| Ticker | |
| CIK | 0000869353 |
Wertpapier & Kennzahlen
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
Externe Quellen: SEC EDGAR » · FMP-Profil » · Yahoo Finance »
Fondsaktivität (Vorquartalsvergleich)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | 4,229,104 | 0 | 4,229,104 | 66,523,805 | Neu | +100,0% | |
| YOUSIF CAPITAL MANAGEMENT, LLC | 2,350,476 | 2,350,476 | 0 | 36,972,989 | Unverändert | 0,0% | |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 892,908 | 0 | 892,908 | 30,018,656 | Neu | +100,0% | |
| FULTON BANK, N.A. | 387,677 | 394,093 | -6,416 | 28,825,158 | Reduziert | -1,6% | |
| NORTH STAR ASSET MANAGEMENT INC | 1,661,344 | 0 | 1,661,344 | 28,467,096 | Neu | +100,0% | |
| Ancora Advisors LLC | 291,515 | 0 | 291,515 | 16,688,541 | Neu | +100,0% | |
| Arvest Bank Trust Division | 233,252 | 0 | 233,252 | 7,053,234 | Neu | +100,0% | |
| Ativo Capital Management LLC | 36,554 | 0 | 36,554 | 6,783,032 | Neu | +100,0% | |
| CORBYN INVESTMENT MANAGEMENT INC/MD | 41,580 | 41,735 | -155 | 4,797,505 | Reduziert | -0,4% | |
| Azimuth Capital Investment Management LLC | 27,441 | 0 | 27,441 | 4,682,568 | Neu | +100,0% | |
| Vestwell Advisors, LLC | 213,611 | 0 | 213,611 | 3,501,078 | Neu | +100,0% | |
| Tandem Investment Advisors, Inc. | 39,368 | 45,243 | -5,875 | 3,217,153 | Reduziert | -13,0% | |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 52,166 | 0 | 52,166 | 2,534,238 | Neu | +100,0% | |
| Westside Investment Management, Inc. | 36,543 | 0 | 36,543 | 2,459,289 | Neu | +100,0% | |
| Curbstone Financial Management Corp | 13,798 | 13,798 | 0 | 1,971,044 | Unverändert | 0,0% | |
| Sequent Asset Management, LLC | 39,480 | 0 | 39,480 | 1,926,000 | Neu | +100,0% | |
| AUXIER ASSET MANAGEMENT LLC | 23,188 | 0 | 23,188 | 1,893,300 | Neu | +100,0% | |
| Argyle Capital Management, LLC | 14,687 | 0 | 14,687 | 1,694,586 | Neu | +100,0% | |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | 20,656 | 0 | 20,656 | 1,686,567 | Neu | +100,0% | |
| Kohmann Bosshard Financial Services, LLC | 26,714 | 0 | 26,714 | 1,458,847 | Neu | +100,0% | |
| DB Fitzpatrick & Co, Inc | 17,831 | 0 | 17,831 | 1,415,960 | Neu | +100,0% | |
| STALEY CAPITAL ADVISERS INC | 29,625 | 29,625 | 0 | 1,224,255 | Unverändert | 0,0% | |
| BAHL & GAYNOR INC | 15,684 | 19,886 | -4,202 | 1,194,493 | Reduziert | -21,1% | |
| Mengis Capital Management, Inc. | 11,244 | 0 | 11,244 | 918,075 | Neu | +100,0% | |
| Douglas Lane & Associates, LLC | 11,137 | 13,097 | -1,960 | 848,194 | Reduziert | -15,0% | |
| Sippican Capital Advisors | 71,650 | 0 | 71,650 | 823,258 | Neu | +100,0% | |
| Diversified Trust Co | 7,965 | 7,965 | 0 | 780,940 | Unverändert | 0,0% | |
| Corient IA LLC | 3,980 | 0 | 3,980 | 738,529 | Neu | +100,0% | |
| EADS & HEALD WEALTH MANAGEMENT | 4,400 | 4,400 | 0 | 628,540 | Unverändert | 0,0% | |
| BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | 6,146 | 0 | 6,146 | 501,821 | Neu | +100,0% | |
| Financially Speaking Inc | 12,451 | 0 | 12,451 | 492,569 | Neu | +100,0% | |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 7,382 | 7,985 | -603 | 486,466 | Reduziert | -7,6% | |
| Dale Q Rice Investment Management Ltd | 13,850 | 13,833 | 17 | 474,236 | Aufgestockt | +0,1% | |
| Douglass Winthrop Advisors, LLC | 3,550 | 0 | 3,550 | 462,281 | Neu | +100,0% | |
| NORTHSTAR ASSET MANAGEMENT Co | 26,782 | 26,782 | 0 | 421,279 | Unverändert | 0,0% | |
| Pinnacle Wealth Management Advisory Group, LLC | 5,220 | 0 | 5,220 | 414,520 | Neu | +100,0% | |
| FRANKLIN STREET ADVISORS INC /NC | 3,485 | 3,567 | -82 | 402,099 | Reduziert | -2,3% | |
| SPINNAKER TRUST | 4,835 | 4,835 | 0 | 395,116 | Unverändert | 0,0% | |
| MOODY LYNN LIEBERSON & WALKER, LLC | 8,076 | 10,834 | -2,758 | 376,591 | Reduziert | -25,5% | |
| Coastwise Capital Group, LLC | 3,851 | 0 | 3,851 | 354,023 | Neu | +100,0% | |
| SVB WEALTH LLC | 4,608 | 5,981 | -1,373 | 350,957 | Reduziert | -23,0% | |
| Sandhill Capital Partners LLC | 2,588 | 0 | 2,588 | 337,009 | Neu | +100,0% | |
| Ethos Financial Group, LLC | 20,520 | 24,008 | -3,488 | 322,776 | Reduziert | -14,5% | |
| Notis-McConarty Edward | 11,608 | 0 | 11,608 | 302,376 | Neu | +100,0% | |
| Corundum Group, Inc. | 4,054 | 0 | 4,054 | 287,469 | Neu | +100,0% | |
| FORBES J M & CO LLP | 2,478 | 2,490 | -12 | 285,912 | Reduziert | -0,5% | |
| WASHINGTON TRUST Co | 17,607 | 0 | 17,607 | 277,145 | Neu | +100,0% | |
| Transce3nd, LLC | 3,439 | 3,425 | 14 | 215,976 | Aufgestockt | +0,4% | |
| Emprise Bank | 3,367 | 0 | 3,367 | 211,889 | Neu | +100,0% | |
| Game Plan Financial Advisors, LLC | 2,922 | 2,729 | 193 | 149,278 | Aufgestockt | +7,1% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Top-Fondshalter
Stand: 31.03.2026
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | 4,229,104 | 66,523,805 | 43.32 |
| YOUSIF CAPITAL MANAGEMENT, LLC | 2,350,476 | 36,972,989 | 24.08 |
| FULTON BANK, N.A. | 387,677 | 28,825,158 | 18.77 |
| CORBYN INVESTMENT MANAGEMENT INC/MD | 41,580 | 4,797,505 | 3.12 |
| Tandem Investment Advisors, Inc. | 39,368 | 3,217,153 | 2.09 |
| Curbstone Financial Management Corp | 13,798 | 1,971,044 | 1.28 |
| Argyle Capital Management, LLC | 14,687 | 1,694,586 | 1.10 |
| STALEY CAPITAL ADVISERS INC | 29,625 | 1,224,255 | 0.80 |
| BAHL & GAYNOR INC | 15,684 | 1,194,493 | 0.78 |
| Douglas Lane & Associates, LLC | 11,137 | 848,194 | 0.55 |
| Diversified Trust Co | 7,965 | 780,940 | 0.51 |
| EADS & HEALD WEALTH MANAGEMENT | 4,400 | 628,540 | 0.41 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 7,382 | 486,466 | 0.32 |
| Dale Q Rice Investment Management Ltd | 13,850 | 474,236 | 0.31 |
| NORTHSTAR ASSET MANAGEMENT Co | 26,782 | 421,279 | 0.27 |
| FRANKLIN STREET ADVISORS INC /NC | 3,485 | 402,099 | 0.26 |
| SPINNAKER TRUST | 4,835 | 395,116 | 0.26 |
| MOODY LYNN LIEBERSON & WALKER, LLC | 8,076 | 376,591 | 0.25 |
| SVB WEALTH LLC | 4,608 | 350,957 | 0.23 |
| Ethos Financial Group, LLC | 20,520 | 322,776 | 0.21 |