Stonehage Fleming Financial Services Holdings Ltd
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1786379
Institutional-grade research for retail investors
Sector Allocation
- Technology43.0%$1.3B
- Financials17.5%$513.3M
- Consumer Discretionary13.2%$387.2M
- Healthcare9.2%$269.9M
- Other7.7%$224.8M
- Industrials4.8%$140.3M
- Communication Services4.1%$120.9M
- Consumer Staples0.2%$7.1M
- Energy0.1%$4.3M
- Materials0.1%$3.4M
AUM History
13fpro.ai/research/fund/stonehage-fleming-financial-services-holdings-ltd-1786379
Conviction and streaks
Stable · top 10 = 59.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
GOOG
$287.8MAVGO
$230.7MKLAC
$176.3MSPGI
$164.7MMA
$160.6MCDNS
$159.9MAJG
$142.7MAMZN
$139.4MMSFT
$135.4MSYK
$132.4MMCD
$131.2MAPH
$131.2MWST
$122.2MNFLX
$120.0MGE
$103.2MCTAS
$98.8M- ISHARES$70.4M
VRSK
$69.3M- VANGUARD$45.0M
GOOGL
$35.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/stonehage-fleming-financial-services-holdings-ltd-1786379
Stonehage Fleming Financial Services Holdings Ltd 13F holdings — Q2 2026
$2.9B portfolio (+6.7% QoQ) · 215 holdings · Q2 2026 13F · top 10 are 59% of the stock portfolio
$287.8M
9.8% of stocks
-2%This quarter—Since Q-end—HeldAIQuality77.7#60Est. buy—$230.7M
7.9% of stocks
+15%This quarter—Since Q-end—HeldAIQuality84.5#7Est. buy—$176.3M
6.0% of stocks
NewThis quarter—Since Q-endNew this quarterHeldAIQuality78.7#46Est. buy—$164.7M
5.6% of stocks
-5%This quarter—Since Q-end—HeldAIQuality75.7#89Est. buy—$160.6M
5.5% of stocks
-3%This quarter—Since Q-end—HeldAIQuality85.1#5Est. buy—$159.9M
5.5% of stocks
-7%This quarter—Since Q-end—Held$142.7M
4.9% of stocks
-4%This quarter—Since Q-end—Held$139.4M
4.8% of stocks
-8%This quarter—Since Q-end—Held$135.4M
4.6% of stocks
-5%This quarter—Since Q-end—Held$132.4M
4.5% of stocks
-3%This quarter—Since Q-end—Held
| # | Company | Value | Weight | This quarter | Since Q-end | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $287.8M | 9.8% | -2% | — | — | 77.7#60 | — | ||
| 2 | $230.7M | 7.9% | +15% | — | — | 84.5#7 | — | ||
| 3 | $176.3M | 6.0% | New | — | New this quarter | 78.7#46 | — | ||
| 4 | $164.7M | 5.6% | -5% | — | — | 75.7#89 | — | ||
| 5 | $160.6M | 5.5% | -3% | — | — | 85.1#5 | — | ||
| 6 | $159.9M | 5.5% | -7% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 7 | $142.7M | 4.9% | -4% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 8 | $139.4M | 4.8% | -8% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 9 | $135.4M | 4.6% | -5% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 10 | $132.4M | 4.5% | -3% | — | — | AI quality score is Pro: unlock with a free trial | — |
All holdings — Stonehage Fleming Financial Services Holdings Ltd (Q2 2026)
215 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | MCDONALDS CORP | Consumer Discretionary | $131.2M | 4.5% | 486K | -2% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | AMPHENOL CORP /DE/ | Technology | $131.2M | 4.5% | 744K | -13% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | WEST PHARMACEUTICAL SERVICES INC | Healthcare | $122.2M | 4.2% | 340K | +34% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | NETFLIX INC | Communication Services | $120.0M | 4.1% | 1.68M | -5% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | GENERAL ELECTRIC CO | Industrials | $103.2M | 3.5% | 276K | -43% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | CINTAS CORP | Consumer Discretionary | $98.8M | 3.4% | 581K | -2% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $70.4M | 2.4% | 94K | +22% | — | — | 13F |
| 18 | Verisk Analytics, Inc. | Technology | $69.3M | 2.4% | 386K | -6% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX USetf/fund | — | $45.0M | 1.5% | 537K | +67% | — | — | 13F |
| 20 | Alphabet Inc. | Technology | $35.5M | 1.2% | 99K | -9% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | VANGUARD INDEX FDS - TOTAL STK MKTetf/fund | — | $20.1M | 0.7% | 54K | +17% | — | — | 13F |
| 22 | DOVER Corpetf/fund | Industrials | $18.3M | 0.6% | 117K | +32% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $14.2M | 0.5% | 21K | +6% | — | — | 13F |
| 24 | — | ISHARES TR - NATIONAL MUN ETFetf/fund | — | $12.7M | 0.4% | 118K | +6% | — | — | 13F |
| 25 | SPDR GOLD TRUSTetf/fund | Financials | $10.0M | 0.3% | 27K | -17% | — | — | 13F | |
| 26 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $8.0M | 0.3% | 94K | +47% | |||
| 27 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $7.8M | 0.3% | 16K | -16% | |||
| 28 | — | GMO ETF TRUST - US QUALITY ETF | — | $7.7M | 0.3% | 185K | +46% | |||
| 29 | $NVDA | NVIDIA CORP | Technology | $6.2M | 0.2% | 31K | +5% | |||
| 30 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $6.2M | 0.2% | 13K | -12% | |||
| 31 | — | ISHARES TR - MSCI ACWI ETF | — | $6.1M | 0.2% | 39K | -9% | |||
| 32 | — | ISHARES TR - CALIF MUN BD ETF | — | $5.9M | 0.2% | 102K | — | |||
| 33 | $META | Meta Platforms, Inc. | Technology | $5.3M | 0.2% | 9,424 | -0.6% | |||
| 34 | $SGOL | abrdn Gold ETF Trust | Financials | $4.8M | 0.2% | 126K | -15% | |||
| 35 | $IAUM | iShares Gold Trust Micro | Financials | $4.8M | 0.2% | 119K | +5% | |||
| 36 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | — | $4.7M | 0.2% | 45K | — | |||
| 37 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $4.6M | 0.2% | 26K | +2540% | |||
| 38 | $ELV | Elevance Health, Inc. | Healthcare | $4.5M | 0.1% | 12K | -11% | |||
| 39 | $IAU | ISHARES GOLD TRUST | Financials | $4.2M | 0.1% | 56K | — | |||
| 40 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $4.0M | 0.1% | 13K | +10% | |||
| 41 | $CAT | CATERPILLAR INC | Industrials | $3.9M | 0.1% | 3,626 | — | |||
| 42 | $V | VISA INC. | Financials | $3.8M | 0.1% | 11K | -98% | |||
| 43 | $ALSN | Allison Transmission Holdings Inc | Industrials | $3.6M | 0.1% | 32K | -5% | |||
| 44 | $AAPL | Apple Inc. | Technology | $3.4M | 0.1% | 12K | -6% | |||
| 45 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $3.3M | 0.1% | 7,967 | -0.7% | |||
| 46 | — | ISHARES TR - MSCI INTL VLU FT | — | $3.3M | 0.1% | 78K | — | |||
| 47 | $GRBK | Green Brick Partners, Inc. | Industrials | $3.2M | 0.1% | 39K | — | |||
| 48 | $SPY | SPDR S&P 500 ETF TRUST | — | $3.1M | 0.1% | 4,094 | +3% | |||
| 49 | $MCK | MCKESSON CORP | Consumer Staples | $2.8M | 0.1% | 3,700 | — | |||
| 50 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $2.7M | 0.1% | 35K | — | |||
| 51 | $UBER | Uber Technologies, Inc | Technology | $2.7M | 0.1% | 37K | +27% | |||
| 52 | $ADI | ANALOG DEVICES INC | Technology | $2.5M | 0.1% | 6,228 | -7% | |||
| 53 | $TSLA | Tesla, Inc. | Consumer Discretionary | $2.4M | 0.1% | 5,740 | — | |||
| 54 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $2.2M | 0.1% | 14K | -0.4% | |||
| 55 | $CROX | Crocs, Inc. | Consumer Discretionary | $2.0M | 0.1% | 17K | -2% | |||
| 56 | $KKR | KKR & Co. Inc. | Financials | $1.9M | 0.1% | 21K | -1% | |||
| 57 | $URI | UNITED RENTALS, INC. | Industrials | $1.8M | 0.1% | 1,615 | -1% | |||
| 58 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $1.7M | 0.1% | 29K | +10% | |||
| 59 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $1.6M | 0.1% | 28K | -0.7% | |||
| 60 | $SU | SUNCOR ENERGY INC | Energy | $1.3M | 0.1% | 25K | -1% | |||
| 61 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $1.3M | 0.0% | 16K | — | |||
| 62 | $EW | Edwards Lifesciences Corp | Healthcare | $1.3M | 0.0% | 14K | -1% | |||
| 63 | $VRT | Vertiv Holdings Co | Technology | $1.3M | 0.0% | 3,780 | — | |||
| 64 | $SCHW | SCHWAB CHARLES CORP | Financials | $1.3M | 0.0% | 14K | -1% | |||
| 65 | — | SPDR SERIES TRUST - ST INTER BD ETF | — | $1.2M | 0.0% | 37K | — | |||
| 66 | $KRMN | Karman Holdings Inc. | Industrials | $1.2M | 0.0% | 24K | -72% | |||
| 67 | $WMT | Walmart Inc. | Consumer Staples | $1.1M | 0.0% | 10K | — | |||
| 68 | $ABBV | AbbVie Inc. | Healthcare | $1.1M | 0.0% | 4,500 | — | |||
| 69 | $CI | Cigna Group | Healthcare | $1.1M | 0.0% | 3,997 | New | |||
| 70 | $AS | Amer Sports, Inc. | Consumer Discretionary | $1.1M | 0.0% | 32K | -1% | |||
| 71 | $BKR | Baker Hughes Co | Energy | $1.1M | 0.0% | 19K | — | |||
| 72 | $PAYX | PAYCHEX INC | Technology | $1.0M | 0.0% | 10K | -23% | |||
| 73 | $DHR | DANAHER CORP /DE/ | Healthcare | $1.0M | 0.0% | 5,317 | +45% | |||
| 74 | $CARR | CARRIER GLOBAL Corp | Industrials | $1.0M | 0.0% | 14K | -37% | |||
| 75 | $LEVI | LEVI STRAUSS & CO | Consumer Discretionary | $1.0M | 0.0% | 41K | — | |||
| 76 | — | ISHARES TR - 3 7 YR TREAS BD | — | $999K | 0.0% | 8,502 | — | |||
| 77 | $BN | BROOKFIELD Corp /ON/ | Real Estate | $983K | 0.0% | 23K | — | |||
| 78 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $979K | 0.0% | 7,158 | -21% | |||
| 79 | — | ISHARES TR - NEW YORK MUN ETF | — | $975K | 0.0% | 18K | — | |||
| 80 | $STT | STATE STREET CORP | Financials | $968K | 0.0% | 24K | — | |||
| 81 | — | ISHARES INC - CORE MSCI EMKT | — | $961K | 0.0% | 12K | — | |||
| 82 | $SAP | SAP SE | Technology | $952K | 0.0% | 6,176 | +61% | |||
| 83 | $CF | CF Industries Holdings, Inc. | Materials | $931K | 0.0% | 8,600 | — | |||
| 84 | $USFD | US Foods Holding Corp. | Consumer Discretionary | $919K | 0.0% | 8,983 | +8% | |||
| 85 | $ILMN | ILLUMINA, INC. | Healthcare | $918K | 0.0% | 5,223 | -1% | |||
| 86 | $MRVL | Marvell Technology, Inc. | Technology | $917K | 0.0% | 3,078 | -46% | |||
| 87 | — | ISHARES TR - CYBERSECURITY | — | $911K | 0.0% | 15K | — | |||
| 88 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $888K | 0.0% | 15K | -1% | |||
| 89 | $GEV | GE Vernova Inc. | Industrials | $873K | 0.0% | 743 | +285% | |||
| 90 | $DIS | Walt Disney Co | Communication Services | $866K | 0.0% | 8,995 | +386% | |||
| 91 | $AGI | ALAMOS GOLD INC | Materials | $850K | 0.0% | 28K | — | |||
| 92 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | — | $844K | 0.0% | 14K | — | |||
| 93 | $VIK | Viking Holdings Ltd | Industrials | $795K | 0.0% | 7,595 | New | |||
| 94 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $795K | 0.0% | 1,079 | — | |||
| 95 | — | ISHARES TR - FUTU AI TECH ETF | — | $762K | 0.0% | 10K | — | |||
| 96 | $ROST | ROSS STORES, INC. | Consumer Discretionary | $759K | 0.0% | 3,566 | New | |||
| 97 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $740K | 0.0% | 3,389 | -1% | |||
| 98 | — | ISHARES TR - 7-10 YR TRSY BD | — | $690K | 0.0% | 7,295 | — | |||
| 99 | $JPM | JPMORGAN CHASE & CO | Financials | $675K | 0.0% | 2,062 | — | |||
| 100 | $TKR | TIMKEN CO | Industrials | $668K | 0.0% | 4,600 | New | |||
| 101 | $FERG | Ferguson Enterprises Inc. /DE/ | Consumer Discretionary | $663K | 0.0% | 2,795 | -1% | |||
| 102 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $644K | 0.0% | 3,210 | New | |||
| 103 | $ALGN | ALIGN TECHNOLOGY INC | Healthcare | $629K | 0.0% | 3,729 | -1% | |||
| 104 | $LNG | Cheniere Energy, Inc. | Energy | $615K | 0.0% | 2,575 | -0.8% | |||
| 105 | $DOV | DOVER Corp | Industrials | $610K | 0.0% | 2,720 | — | |||
| 106 | — | ISHARES TR - CORE US AGGBD ET | — | $606K | 0.0% | 6,124 | — | |||
| 107 | — | ISHARES TR - ISHS 1-5YR INVS | — | $594K | 0.0% | 11K | — | |||
| 108 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $572K | 0.0% | 750 | — | |||
| 109 | $AIG | AMERICAN INTERNATIONAL GROUP, INC. | Financials | $571K | 0.0% | 7,656 | -1% | |||
| 110 | $INTU | INTUIT INC. | Technology | $559K | 0.0% | 2,143 | -1% | |||
| 111 | $KO | COCA COLA CO | Consumer Staples | $559K | 0.0% | 6,876 | — | |||
| 112 | — | ISHARES TR - RUSSELL 2000 ETF | — | $557K | 0.0% | 1,855 | -33% | |||
| 113 | $ADSK | Autodesk, Inc. | Technology | $541K | 0.0% | 2,783 | -1% | |||
| 114 | $WSO | WATSCO INC | Consumer Discretionary | $537K | 0.0% | 1,289 | New | |||
| 115 | — | ISHARES TR - EXPANDED TECH | — | $529K | 0.0% | 5,840 | — | |||
| 116 | $PM | Philip Morris International Inc. | Consumer Staples | $528K | 0.0% | 2,917 | -30% | |||
| 117 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $509K | 0.0% | 300 | +67% | |||
| 118 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $503K | 0.0% | 2,280 | -1% | |||
| 119 | $ODFL | OLD DOMINION FREIGHT LINE, INC. | Industrials | $477K | 0.0% | 2,201 | -32% | |||
| 120 | $HMY | HARMONY GOLD MINING CO LTD | Materials | $456K | 0.0% | 30K | New | |||
| 121 | — | KRANESHARES TRUST - CSI CHI INTERNET | — | $453K | 0.0% | 19K | — | |||
| 122 | $JNJ | JOHNSON & JOHNSON | Healthcare | $449K | 0.0% | 1,766 | — | |||
| 123 | — | VANGUARD WORLD FD - ESG US STK ETF | — | $440K | 0.0% | 3,328 | — | |||
| 124 | $LMT | LOCKHEED MARTIN CORP | Industrials | $413K | 0.0% | 810 | — | |||
| 125 | — | ISHARES TR - 0-5YR HI YL CP | — | $400K | 0.0% | 9,441 | — | |||
| 126 | $IBIT | iShares Bitcoin Trust ETF | Financials | $398K | 0.0% | 12K | — | |||
| 127 | — | VANGUARD SCOTTSDALE FDS - TOTAL WLD BD ETF | — | $396K | 0.0% | 5,784 | — | |||
| 128 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $388K | 0.0% | 2,646 | — | |||
| 129 | $LULU | lululemon athletica inc. | Consumer Discretionary | $388K | 0.0% | 3,398 | -57% | |||
| 130 | $ARM | ARM HOLDINGS PLC /UK | Technology | $355K | 0.0% | 1,000 | -57% | |||
| 131 | $CEF | Sprott Physical Gold & Silver Trust | Financials | $350K | 0.0% | 8,703 | +93% | |||
| 132 | $PHYS | Sprott Physical Gold Trust | Financials | $348K | 0.0% | 12K | +96% | |||
| 133 | $NOMD | Nomad Foods Ltd | Consumer Staples | $334K | 0.0% | 31K | -1% | |||
| 134 | $NEM | NEWMONT Corp /DE/ | Materials | $332K | 0.0% | 3,556 | — | |||
| 135 | $B | BARRICK MINING CORP | Materials | $318K | 0.0% | 8,646 | — | |||
| 136 | $EQNR | EQUINOR ASA | Energy | $314K | 0.0% | 10K | — | |||
| 137 | $GEVO | Gevo, Inc. | Materials | $278K | 0.0% | 185K | — | |||
| 138 | — | VANGUARD WORLD FD - ESG INTL STK ETF | — | $265K | 0.0% | 3,220 | — | |||
| 139 | — | ISHARES TR - TIPS BD ETF | — | $263K | 0.0% | 2,405 | — | |||
| 140 | $MU | MICRON TECHNOLOGY INC | Technology | $256K | 0.0% | 222 | — | |||
| 141 | $IVZ | Invesco Ltd. | Financials | $242K | 0.0% | 1,139 | — | |||
| 142 | $ENPH | Enphase Energy, Inc. | Technology | $239K | 0.0% | 4,844 | — | |||
| 143 | $APLD | Applied Digital Corp. | Technology | $232K | 0.0% | 6,227 | — | |||
| 144 | $NTAP | NetApp, Inc. | Technology | $228K | 0.0% | 1,476 | — | |||
| 145 | — | ISHARES TR - GLB CNSM STP ETF | — | $227K | 0.0% | 3,368 | — | |||
| 146 | $PWR | QUANTA SERVICES, INC. | Industrials | $216K | 0.0% | 300 | — | |||
| 147 | $MTD | METTLER TOLEDO INTERNATIONAL INC/ | Healthcare | $192K | 0.0% | 150 | — | |||
| 148 | — | ISHARES TR - IBOXX INV CP ETF | — | $179K | 0.0% | 1,645 | — | |||
| 149 | $NVAX | NOVAVAX INC | Healthcare | $176K | 0.0% | 19K | — | |||
| 150 | $SRPT | Sarepta Therapeutics, Inc. | Healthcare | $173K | 0.0% | 9,614 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 14 new, 32 added to, 62 trimmed, 26 sold out. Share-count changes; largest moves by dollar size first.
New positions (14)
$CICigna Group$1.1M
first bought this quarter
$VIKViking Holdings Ltd$795K
first bought this quarter
$ROSTROSS STORES, INC.$759K
first bought this quarter
$TKRTIMKEN CO$668K
first bought this quarter
$COFCAPITAL ONE FINANCIAL CORP$644K
first bought this quarter
$WSOWATSCO INC$537K
first bought this quarter
+8 more in the Excel export
Added to (32)
now $122.2M
now $230.7M
- VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US+67%
now $45.0M
- ISHARES TR - CORE S&P500 ETF+22%
now $70.4M
$DOVDOVER Corp+32%
now $18.3M
$BKNGBooking Holdings Inc.+2540%
now $4.6M
+26 more in the Excel export
Trimmed (62)
$VVISA INC.-98%
now $3.8M
now $103.2M
now $131.2M
now $159.9M
now $139.4M
now $164.7M
+56 more in the Excel export
Sold out (26)
$FCNCAFIRST CITIZENS BANCSHARES INC /DE/was $944K
held 9+ qtrs
$GDGENERAL DYNAMICS CORPwas $793K
held 2 qtrs
$USARUSA Rare Earth, Inc.was $743K
held 2 qtrs
- ISHARES INCwas $633K
$CNICANADIAN NATIONAL RAILWAY COwas $600K
held 9+ qtrs
$THQabrdn Healthcare Opportunities Fundwas $540K
+20 more in the Excel export
Holdings by quarter
Every 13F Stonehage Fleming Financial Services Holdings Ltd has filed, 39 earlier quarters. Pick one to see what it held then.
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Portfolio Overview
Stonehage Fleming Financial Services Holdings Ltd disclosed 215 positions worth $2.9B in its Form 13F-HR for Q2 2026, led by $GOOG (Alphabet Inc.) at 9.8% of the equity portfolio, followed by $AVGO and $KLAC. During the quarter the fund opened 14 new positions and exited 26 — including a new stake in $CI and a full exit from $FCNCA. The portfolio is most concentrated in Technology (43.0% of disclosed assets). All figures are sourced directly from Stonehage Fleming Financial Services Holdings Ltd’s Form 13F-HR filing with the SEC under CIK 1786379.
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AI-Powered Hedge Fund Analysis: Stonehage Fleming Financial Services Holdings Ltd
13F Pro is an AI hedge fund tracker and stock research platform. For Stonehage Fleming Financial Services Holdings Ltd (SEC CIK: 1786379), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Stonehage Fleming Financial Services Holdings Ltd's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.