Accordant Advisory Group Inc - Portfolio Stock Holdings
Accordant Advisory Group Inc disclosed 252 stock positions in a recent SEC 13F filing. $159,430,531 of stock holdings were filed, with the largest holdings including FPI, PHYS, and COWZ. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $277,973,372 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
252Est. Stock Holding Value:
$159,430,531Top Stock Holdings By Sector
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Portfolio Stock Holdings - Accordant Advisory Group Inc
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