Steven Romick - First Pacific Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    83
Portfolio value:    $6,998,758,247
Holdings Activity Buys Sells    History
Holding/activity history for  iShares 0-3 Month Treasury Bond ETF (SGOV)
← All SGOV superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 0.05 $100.37–100.68 · VW $100.53i SEC
2025   Q4 40,837 0.05 Add 11.66% <0.01 $100.27–100.73 · VW $100.51i $4,099,218 SEC
2025   Q3 36,572 0.05 Reduce 24.00% 0.02 $100.37–100.74 · VW $100.55i $3,682,800 SEC
2025   Q2 48,123 0.07 Add 15.08% <0.01 $100.36–100.72 · VW $100.53i $4,845,505 SEC
2025   Q1 41,816 0.07 Reduce 25.32% 0.02 $100.33–100.69 · VW $100.52i $4,209,617 SEC
2024   Q4 55,996 0.08 Add 35.78% 0.02 $100.15–100.71 · VW $100.44i $5,617,519 SEC
2024   Q3 41,241 0.06 Buy 0.06 $100.29–100.75 · VW $100.53i $4,153,794 SEC
Price snapshot:
Current price$100.52
52-week low$96.76
52-week high$100.52