STANCE CAPITAL LLC

Q1 2026 13F-HR Detailed Holdings

Location
Boston, MA
Holdings as of
3/31/2026
Value ($000)
$206,072,095
Num holdings
346
Date filed
5/14/2026
Form type
13F-HR
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SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Issuer Name Class CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None Price Filed
5/14/2026
 Price As-Of
3/31/2026
 Price Now
6/23/2026

Other Managers

Num Name File Number
1 Robertson Stephens Wealth Management, LLC
2 NATURAL INVESTMENTS, LLC
3 MGO ONE SEVEN LLC
4 LAKE STREET ADVISORS GROUP, LLC
5 Vident Advisory, LLC
6 Empowered Funds, LLC