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Swiss Life Hldg ADR

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Rhumbline Advisers
DECREASED
Shares6,875 from 7,145
Change-270 (-4%)
Value$366.0K (-$28.1K)
Filed 2026-11-10
Gamma Investing LLC
DECREASED
Shares727 from 751
Change-24 (-3%)
Value$38.7K (-$2.7K)
Filed 2026-10-08
Ascentis Wealth Management, LLC
NEW
Shares121
Change+121
Value$6.4K
Filed 2026-11-03
Salomon & Ludwin, LLC
CLOSED
Shares0 from 916
Change-916 (-100%)
Value$0 (-$50.2K)
Filed 2026-10-29
Status
Rhumbline Advisers
DECREASED6,8757,145-270-4%$394.1K$366.0K-$28.1K2026-11-10
Gamma Investing LLC
DECREASED727751-24-3%$41.4K$38.7K-$2.7K2026-10-08
Ascentis Wealth Management, LLC
NEW121—+121——$6.4K—2026-11-03
Salomon & Ludwin, LLC
CLOSED0916-916-100%$50.2K$0-$50.2K2026-10-29
Showing 4 of 4 institutions