CapWealth Advisors, LLC - Portfolio Stock Holdings
CapWealth Advisors, LLC disclosed 123 stock positions in a recent SEC 13F filing. $1,339,229,549 of stock holdings were filed, with the largest holdings including FNMAH, GLW, and FNMAT. This filing represented positions held on March 31, 2026, and was filed on May 5, 2026.We estimate the fund has a total AUM of $2,030,847,981 and has 19 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
March 31, 2026No. of Stocks:
123Est. Stock Holding Value:
$1,339,229,549Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - CapWealth Advisors, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...