DOSSIER · 13F-HR · Q3 2025

COBBLESTONE CAPITAL ADVISORS LLC /NY/

$2.1B in tracked AUM across 304 positions as of Q3 2025.

CC
CIK 0001033505 · last filed Sep 30, 2025
Total AUM
$2.1B
as of Q3 2025
Holdings
304
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2025

COBBLESTONE CAPITAL ADVISORS LLC /NY/ filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
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Filing history

2025Q3Sep 30
$2.1B▲ 6.6%
304 positionsLocked
2025Q2Jun 30
$2.0B▲ 7.0%
302 positionsLocked
2025Q1Mar 31
$1.8B▼ 0.5%
293 positionsLocked
2024Q4Dec 31
$1.8B▲ 2.9%
294 positionsLocked
2024Q3Sep 30
$1.8B▲ 9.8%
287 positionsLocked
2024Q2Jun 30
$1.6B▲ 2.2%
279 positionsLocked
2024Q1Mar 31
$1.6B▲ 4.5%
282 positionsLocked
2023Q4Dec 31
$1.5B▲ 12.8%
276 positionsLocked
2023Q3Sep 30
$1.3B▼ 4.8%
268 positionsLocked
2023Q2Jun 30
$1.4B▲ 5.5%
273 positionsLocked
2023Q1Mar 31
$1.3B▲ 2.5%
268 positionsLocked
2022Q4Dec 31
$1.3B▲ 9.2%
273 positionsLocked
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