13F Filings History of STANCE CAPITAL LLC

Latest 13F report
Q3 2025 - 19 Nov 2025
Value $
$272,730,736
Signature - Title
Molly Wheeler - Compliance Consultant
Location
Boston, MA
Summary
This page shows a list of all the recent 13F filings made by STANCE CAPITAL LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. STANCE CAPITAL LLC reported 280 stock holdings with total value $272,730,736 as of Q3 2025. Top holdings included STNC, TJX, AZO, ORLY, and ADSK.

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Holdings Value

List of Other Managers Reporting for STANCE CAPITAL LLC:

Name Holdings Value Location File Number
Empowered Funds, LLC $5,889,631,718 Newtown Square, PA 028-17729
LAKE STREET ADVISORS GROUP, LLC $2,169,969,777 Portsmouth, NH 028-18626
MGO ONE SEVEN LLC $4,898,424,894 Beachwood, OH 028-18648
Vident Advisory, LLC $10,644,119,310 Alpharetta, GA 028-19675
Robertson Stephens Wealth Management, LLC $3,548,326,055 San Francisco, CA 028-19136
NATURAL INVESTMENTS, LLC $401,812,000 Windsor, CA 028-20215
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 280 $272,730,736 +$94,861,746 -$98,436,021 -$3,574,275 STNC, TJX, AZO, ORLY, ADSK 13F-HR 18 Nov 2025, 18:50
Q2 2025 158 $265,981,010 +$212,909,164 -$87,485,968 +$125,423,196 STNC, STSB, CSCO, NFLX, SYK 13F-HR 22 Aug 2025, 11:52
Q1 2025 44 $135,269,672 +$90,610,198 -$116,706,693 -$26,096,495 STNC, STSB, HCA, MCK, CAH 13F-HR 16 May 2025, 11:38
Q4 2024 270 $161,442,960 $0 $0 $0 HENNESSY FDS TR, DECK, STSB, AAPL, BK 13F-HR 14 Apr 2025, 11:28