GJAN β€” FT VEST US EQUITY MODERATE B

Ownership history in Anfield Capital Management, LLC  Β·  4 quarters on record

AI Ownership Summary

Anfield Capital Management, LLC reported FT VEST US EQUITY MODERATE B (GJAN) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 1.41% in 2025 Q1. The latest visible filing shows GJAN at 0.93% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GJAN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Anfield Capital Management, LLC's position in FT VEST US EQUITY MODERATE B, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

GJAN was reported at 0.93% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.41% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Anfield Capital Management, LLC held GJAN β€” position size vs. price
% of Fund (quarterly)    GJAN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 69,248 -30,994 -30.9% 0.93% $3.0M 2026-02-14 (Est.) $42.78
2025 Q3 REDUCED 100,242 -588 -0.6% 1.23% $4.2M 2025-11-12 $42.13
2025 Q2 REDUCED 100,830 -511 -0.5% 1.33% $4.0M 2025-08-11 $40.66
2025 Q1 INITIATED 101,341 β€” β€” 1.41% $3.8M 2025-05-13 $38.76

🏒 Other funds also holding GJAN

As of 2026 Q1 β€” sorted by position size

Noble Wealth Management PBC 0.19%

FAQ About Anfield Capital Management, LLC and GJAN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Anfield Capital Management, LLC reported owning GJAN?

Anfield Capital Management, LLC reported GJAN across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported GJAN position in Anfield Capital Management, LLC's portfolio?

The largest reported portfolio weight for GJAN was 1.41% in 2025 Q1.

What is the latest reported GJAN position on this page?

The most recent filing on this page is 2025 Q4, when Anfield Capital Management, LLC reported 69,248 shares, equal to 0.93% of portfolio, with an estimated market value of $3.0M.

What does the chart on this GJAN ownership page compare?

The chart compares Anfield Capital Management, LLC's quarterly GJAN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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