W.G. Shaheen & Associates DBA Whitney & Co

DOSSIER · 13F-HR · Q1 2026

W.G. Shaheen & Associates DBA Whitney & Co

$1.2B in tracked AUM across 175 positions as of Q1 2026.

WS

CIK 0001577001 · last filed Mar 31, 2026

Total AUM

$1.2B

as of Q1 2026

Holdings

175

—

positions

Whale Score

56

56

tracked

Activity

—

no data

changes this Q

AI Analysis · Q1 2026

W.G. Shaheen & Associates DBA Whitney & Co filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

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.