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SUCCESSION FINANCIAL, INC. → MSFT

SUCCESSION FINANCIAL, INC. MSFT Position History

Microsoft Corporation • Technology

Quarters held
2
Latest value
$892K
Q3 2026
Peak value
$892K
First seen
Q2 2026

Dollar value over time

Show data table
PeriodPosition value
Q2 2026$290K
Q3 2026$892K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$892K1.7K——
Q2 2026$290K778——

Other funds holding MSFT

Other SUCCESSION FINANCIAL, INC. positions

TXN

TEXAS INSTRS INC

$14.8M
TXN

TEXAS INSTRS INC

$13.9M
VGES

VANGUARD SCOTTSDALE FDS

$10.4M
VGES

VANGUARD SCOTTSDALE FDS

$8.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$6.9M
GLD

SPDR GOLD TR

$5.4M
GLD

SPDR GOLD TR

$5.4M
FIS

FIDELITY COVINGTON TRUST

$5.2M