BAFE ADVISORS INNER CIRCLE FD III

Ownership history in BROWN ADVISORY INC  ·  5 quarters on record

This page tracks every 13F SEC filing in which BROWN ADVISORY INC reported a position in ADVISORS INNER CIRCLE FD III (BAFE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.08% (2025 Q4)
Avg. % of fund
1.67%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 54,540,208 +2,093,356 +4.0% 2.08% $1.49B $27.32
2025 Q3 ADDED 52,446,852 +3,130,897 +6.3% 1.85% $1.42B $26.96
2025 Q2 ADDED 49,315,955 +6,232,200 +14.5% 1.71% $1.30B $26.31
2025 Q1 ADDED 43,083,755 +3,591,125 +9.1% 1.48% $1.04B $24.02
2024 Q4 INITIATED 39,492,630 1.25% $985.5M $24.88
% of Fund (quarterly)    BAFE price (monthly, adj. close)
← Back to BROWN ADVISORY INC Holdings