AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Francis Financial, Inc.
1. Portfolio Overview
Francis Financial, Inc. reported a significant portfolio contraction for the quarter ended September 30, 2025, with total assets under management (AUM) decreasing by 37.0%, dropping from $435.09 million to $274.18 million. This reduction is not solely attributable to market performance but is largely the result of a substantial restructuring strategy. The firm reduced the total number of holdings from 1...
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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