AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
Financial Designs Corp has reported a significant expansion in its portfolio management activities during the quarter ending December 31, 2025. The total portfolio value surged by 124.4%, growing from $78.70M to $176.57M. This drastic increase in assets under management (AUM) is likely attributable to substantial capital inflows rather than mere market appreciation, given the magnitude of the shift and the restructuring of holdings. The portfolio now comprises...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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