Empfehlung
15,0
Stark Verkaufen
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
66.8
40 neu, 42 erhöht, 32,6M $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,72% (Stand: 28.02.2026)
Score-Verlauf (90 Tage)
Stammdaten
Unternehmen
| Name | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
|---|---|
| Ticker | |
| CIK | 0000869353 |
Branche
| SIC-Code | |
|---|---|
| Beschreibung |
Wertpapier
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
| Titel | – |
Status
| Zuletzt geprüft | 2026-03-20 22:25:56.996502 |
|---|
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| YOUSIF CAPITAL MANAGEMENT, LLC | 2,350,476 | 2,235,588 | 114,888 | 38,477,293 | Aufgestockt | +5,1% | |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 892,908 | 667,708 | 225,200 | 30,018,656 | Aufgestockt | +33,7% | |
| NORTH STAR ASSET MANAGEMENT INC | 1,661,344 | 1,685,540 | -24,196 | 28,467,096 | Reduziert | -1,4% | |
| Ancora Advisors LLC | 291,515 | 12,327 | 279,188 | 16,688,541 | Aufgestockt | +2264,8% | |
| BOWEN HANES & CO INC | 111,750 | 0 | 111,750 | 16,476,420 | Neu | +100,0% | |
| Arvest Bank Trust Division | 233,252 | 233,280 | -28 | 7,053,234 | Reduziert | 0,0% | |
| Ativo Capital Management LLC | 36,554 | 37,564 | -1,010 | 6,783,032 | Reduziert | -2,7% | |
| Azimuth Capital Investment Management LLC | 27,441 | 24,896 | 2,545 | 4,682,568 | Aufgestockt | +10,2% | |
| Tandem Investment Advisors, Inc. | 45,243 | 33,281 | 11,962 | 3,592,747 | Aufgestockt | +35,9% | |
| Vestwell Advisors, LLC | 213,611 | 0 | 213,611 | 3,501,078 | Neu | +100,0% | |
| Curbstone Financial Management Corp | 13,798 | 16,578 | -2,780 | 2,560,357 | Reduziert | -16,8% | |
| Westside Investment Management, Inc. | 36,543 | 35,457 | 1,086 | 2,459,289 | Aufgestockt | +3,1% | |
| Sequent Asset Management, LLC | 39,480 | 36,341 | 3,139 | 1,926,000 | Aufgestockt | +8,6% | |
| AUXIER ASSET MANAGEMENT LLC | 23,188 | 0 | 23,188 | 1,893,300 | Neu | +100,0% | |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | 20,656 | 0 | 20,656 | 1,686,567 | Neu | +100,0% | |
| Moloney Securities Asset Management, LLC | 10,815 | 14,881 | -4,066 | 1,654,289 | Reduziert | -27,3% | |
| Brooklyn Investment Group | 19,300 | 0 | 19,300 | 1,609,280 | Neu | +100,0% | |
| STALEY CAPITAL ADVISERS INC | 29,625 | 32,130 | -2,505 | 1,477,987 | Reduziert | -7,8% | |
| Kohmann Bosshard Financial Services, LLC | 26,714 | 0 | 26,714 | 1,458,847 | Neu | +100,0% | |
| DB Fitzpatrick & Co, Inc | 17,831 | 17,957 | -126 | 1,415,960 | Reduziert | -0,7% | |
| BAHL & GAYNOR INC | 19,886 | 2,100 | 17,786 | 966,062 | Aufgestockt | +847,0% | |
| Mengis Capital Management, Inc. | 11,244 | 0 | 11,244 | 918,075 | Neu | +100,0% | |
| Diversified Trust Co | 7,965 | 7,707 | 258 | 831,680 | Aufgestockt | +3,3% | |
| Sippican Capital Advisors | 71,650 | 33,650 | 38,000 | 823,258 | Aufgestockt | +112,9% | |
| EADS & HEALD WEALTH MANAGEMENT | 4,400 | 4,528 | -128 | 816,464 | Reduziert | -2,8% | |
| RiverFront Investment Group, LLC | 18,418 | 0 | 18,418 | 809,184 | Neu | +100,0% | |
| MOODY LYNN & LIEBERSON, LLC | 10,834 | 10,834 | 0 | 765,265 | Unverändert | 0,0% | |
| Corient IA LLC | 3,980 | 5,000 | -1,020 | 738,529 | Reduziert | -20,4% | |
| New England Research & Management, Inc. | 8,205 | 25,780 | -17,575 | 689,876 | Reduziert | -68,2% | |
| Douglas Lane & Associates, LLC | 13,097 | 0 | 13,097 | 636,264 | Neu | +100,0% | |
| Ethos Financial Group, LLC | 24,008 | 28,813 | -4,805 | 575,175 | Reduziert | -16,7% | |
| BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | 6,146 | 0 | 6,146 | 501,821 | Neu | +100,0% | |
| Dale Q Rice Investment Management Ltd | 13,833 | 12,557 | 1,276 | 497,702 | Aufgestockt | +10,2% | |
| Financially Speaking Inc | 12,451 | 12,369 | 82 | 492,569 | Aufgestockt | +0,7% | |
| Douglass Winthrop Advisors, LLC | 3,550 | 3,582 | -32 | 462,281 | Reduziert | -0,9% | |
| NORTHSTAR ASSET MANAGEMENT Co | 26,782 | 26,490 | 292 | 438,955 | Aufgestockt | +1,1% | |
| Pinnacle Wealth Management Advisory Group, LLC | 5,220 | 0 | 5,220 | 414,520 | Neu | +100,0% | |
| SPINNAKER TRUST | 4,835 | 0 | 4,835 | 383,947 | Neu | +100,0% | |
| Coastwise Capital Group, LLC | 3,851 | 0 | 3,851 | 354,023 | Neu | +100,0% | |
| Sandhill Capital Partners LLC | 2,588 | 2,588 | 0 | 337,009 | Unverändert | 0,0% | |
| TOWER BRIDGE ADVISORS | 4,977 | 4,960 | 17 | 332,810 | Aufgestockt | +0,3% | |
| Notis-McConarty Edward | 11,608 | 11,608 | 0 | 302,376 | Unverändert | 0,0% | |
| FRANKLIN STREET ADVISORS INC /NC | 3,567 | 0 | 3,567 | 291,246 | Neu | +100,0% | |
| SVB WEALTH LLC | 5,981 | 11,062 | -5,081 | 290,557 | Reduziert | -45,9% | |
| GREAT LAKES ADVISORS, LLC | 6,023 | 0 | 6,023 | 239,699 | Neu | +100,0% | |
| Transce3nd, LLC | 3,425 | 4,901 | -1,476 | 228,917 | Reduziert | -30,1% | |
| DF DENT & CO INC | 1,940 | 0 | 1,940 | 205,097 | Neu | +100,0% | |
| Sageworth Trust Co | 984 | 0 | 984 | 203,599 | Neu | +100,0% | |
| Game Plan Financial Advisors, LLC | 2,729 | 2,673 | 56 | 144,774 | Aufgestockt | +2,1% | |
| RICHARDSON FINANCIAL SERVICES INC. | 2,397 | 2,217 | 180 | 115,492 | Aufgestockt | +8,1% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Top-Fondshalter (aktuelles Quartal)
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| YOUSIF CAPITAL MANAGEMENT, LLC | 2,350,476 | 38,477,293 | 23.09 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 892,908 | 30,018,656 | 18.02 |
| NORTH STAR ASSET MANAGEMENT INC | 1,661,344 | 28,467,096 | 17.09 |
| Ancora Advisors LLC | 291,515 | 16,688,541 | 10.02 |
| Arvest Bank Trust Division | 233,252 | 7,053,234 | 4.23 |
| Ativo Capital Management LLC | 36,554 | 6,783,032 | 4.07 |
| Azimuth Capital Investment Management LLC | 27,441 | 4,682,568 | 2.81 |
| Tandem Investment Advisors, Inc. | 45,243 | 3,592,747 | 2.16 |
| Vestwell Advisors, LLC | 213,611 | 3,501,078 | 2.10 |
| Curbstone Financial Management Corp | 13,798 | 2,560,357 | 1.54 |
| Westside Investment Management, Inc. | 36,543 | 2,459,289 | 1.48 |
| Sequent Asset Management, LLC | 39,480 | 1,926,000 | 1.16 |
| AUXIER ASSET MANAGEMENT LLC | 23,188 | 1,893,300 | 1.14 |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | 20,656 | 1,686,567 | 1.01 |
| STALEY CAPITAL ADVISERS INC | 29,625 | 1,477,987 | 0.89 |
| Kohmann Bosshard Financial Services, LLC | 26,714 | 1,458,847 | 0.88 |
| DB Fitzpatrick & Co, Inc | 17,831 | 1,415,960 | 0.85 |
| BAHL & GAYNOR INC | 19,886 | 966,062 | 0.58 |
| Mengis Capital Management, Inc. | 11,244 | 918,075 | 0.55 |
| Diversified Trust Co | 7,965 | 831,680 | 0.50 |