Johnson Financial Group, Inc. Portfolio Holdings
Johnson Financial Group, Inc.
- $2.05 Billion
- Q4 2024
Johnson Financial Group, Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.05 Billion distributed in 1138 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $599M, Ishares Russell 1000 Gr ETF with a value of $175M, Ishares Tr with a value of $106M, Invesco Exchange Traded Fd Tr with a value of $83.1M, and Ishares Barclays 3 7 Yr Treas with a value of $70M.
Examining the 13F form we can see an decrease of $136M in the current position value, from $2.19B to 2.05B. Also it can be appreciated an additional of 111 stocks purchases and 1 closed positions.
Johnson Financial Group, Inc. is based out at Racine, WI
Below you can find more details about Johnson Financial Group, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 1,138
- Current Value $2.05 Billion
- Prior Value $2.19 Billion
- Filing
- Period Q4 2024
- Filing Date February 14, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 111 stocks
- Additional Purchases 217 stocks
- Sold out of 1 stocks
- Reduced holdings in 385 stocks