AI Analysis · Q1 2026 · Q1 2026
1. Portfolio Overview
West Paces Advisors Inc. has reported a substantial expansion in its management footprint, with the total portfolio value surging by 343.6%, rising from $116.53 million to $517.00 million between Q3 2025 and Q4 2025. This dramatic increase suggests significant capital inflows or a major strategic restructuring during the quarter. The portfolio now comprises 200 holdings, indicating a highly diversified approach.
The most striking feature of this portfo...
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
Filing history loading…