Solo Brands, Inc. (SBDS) — Institutional Holders, Q2 2026
3 institutional investment managers reported a SBDS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $196.9K. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
SBDS in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
None this quarter.
Biggest sellers
- SUMMIT PARTNERS L PSold out · -1,100,870 sh-$3.8M
- GEODE CAPITAL MANAGEMENTSold out · -18,988 sh-$65.7K
- VANGUARD CAPITAL MANAGEMENTSold out · -16,830 sh-$58.2K
- UBS Group AGSold out · -9,864 sh-$34.1K
- VANGUARD FIDUCIARYSold out · -6,806 sh-$23.5K
SBDS 13F holders ranked 1–3 of 3
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | BARCLAYS PLC#1 · 38,297 sh | 38,297 | $132.5K | 0.00% | 0.0% |
| 2 | Wealth Architects#2 · 18,602 sh | 18,602 | $64.4K | <0.01% | 0.0% |
| 3 | EverSource Wealth Advisors#3 · 9 sh | 9 | $31.00 | 0.00% | -10.0% |
Funds that sold out of SBDS in Q2 2026 (19)
Held SBDS at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| SUMMIT PARTNERS L P1,100,870 sh | 1,100,870 | $4.1M |
| GEODE CAPITAL MANAGEMENT18,988 sh | 18,988 | $71.4K |
| VANGUARD CAPITAL MANAGEMENT16,830 sh | 16,830 | $63.3K |
| UBS Group AG9,864 sh | 9,864 | $37.1K |
| VANGUARD FIDUCIARY6,806 sh | 6,806 | $25.6K |
| MORGAN STANLEY1,064 sh | 1,064 | $4.0K |
| Tower Research Capital (TRC)478 sh | 478 | $1.8K |
| CITIGROUP380 sh | 380 | $1.4K |
| GROUP ONE TRADING, L.P.93 sh | 93 | $350.00 |
| JPMORGAN CHASE57 sh | 57 | $210.00 |
| MAI Capital Management40 sh | 40 | $151.00 |
| Legacy Wealth Managment31 sh | 31 | $117.00 |
| FIFTH THIRD BANCORP25 sh | 25 | $94.00 |
| Advisory Services Network24 sh | 24 | $90.00 |
| NISA INVESTMENT ADVISORS12 sh | 12 | $45.00 |
| Golden State Equity Partners7 sh | 7 | $26.00 |
| Sound Income Strategies5 sh | 5 | $19.00 |
| OSAIC3 sh | 3 | $10.00 |
| ROYAL BANK OF CANADA92 sh | 92 | $0.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.