Back to Envestnet Portfolio Solutions, Inc. Envestnet Portfolio Solutions, Inc.

FGFGSM
3 quarters

Position history for Envestnet Portfolio Solutions, Inc.Envestnet Portfolio Solutions, Inc.'s holdings in ADVISORS INNER CIRCLE FD II

Yes. Envestnet Portfolio Solutions holds 9,658 shares of FGSM, worth $336,696, as of its Q2 2026 13F filing. It reduced the position by 1,098 shares (-10.2%) from Q1 2026. Envestnet Portfolio Solutions has held FGSM since Q4 2025, across 3 quarterly 13F filings.

Current Value

$336,696

Current Shares

9,658

Total Value Change

+$13,744

Total Shares Change

-1,073

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
9,658
-10.2%
$336,6960.0%$34.81
0
2026-Q1
Increased
10,756
+0.2%
$335,1200.0%$30.94
24
2025-Q4
New
10,731
-
$322,9520.0%$29.88
33

Other major holders of FGSM: JPMORGAN CHASE & CO

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used