W.G. Shaheen & Associates DBA Whitney & Co

DOSSIER · 13F-HR · Q2 2026

W.G. Shaheen & Associates DBA Whitney & Co

$1.4B in tracked AUM across 179 positions as of Q2 2026.

WS

CIK 0001577001 · last filed Jun 30, 2026

Total AUM

$1.4B

as of Q2 2026

Holdings

179

—

positions

Whale Score

56

56

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

W.G. Shaheen & Associates DBA Whitney & Co filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.