Strategic Financial Services, Inc, Portfolio Holdings
Strategic Financial Services, Inc,
- $1.84 Billion
- Q2 2025
Strategic Financial Services, Inc, has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.84 Billion distributed in 138 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $294M, Ishares Msci Usa Small Cap Mul with a value of $254M, Ishares Tr with a value of $245M, Vanguard Intermediate Term Tre with a value of $134M, and Ishares Msci Emerging Markets with a value of $97.7M.
Examining the 13F form we can see an increase of $145M in the current position value, from $1.7B to 1.84B.
Strategic Financial Services, Inc, is based out at Utica, NY
Below you can find more details about Strategic Financial Services, Inc, portfolio as well as his latest detailed transactions.