Chancellor Financial Group WB LP TTEC β€” TTEC HLDGS INC

Ownership history in Chancellor Financial Group WB LP  Β·  6 quarters on record

AI Ownership Summary

Chancellor Financial Group WB LP reported TTEC HLDGS INC (TTEC) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.19% in 2026 Q1. The latest visible filing shows TTEC at 0.19% 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 TTEC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Chancellor Financial Group WB LP's position in TTEC HLDGS INC, 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
2026 Q1

TTEC was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2026 Q1

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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 Chancellor Financial Group WB LP held TTEC β€” position size vs. price
% of Fund (quarterly)    TTEC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 109,590 +77,200 +238.3% 0.19% $274K 2026-05-14 $2.51
2025 Q4 ADDED β€” β€” β€” 32,390 +3,700 +12.9% 0.08% $117K 2026-02-05 $2.93
2025 Q3 UNCHANGED β€” β€” β€” 28,690 β€” 0% 0.07% $96K 2025-11-12 $2.88
2025 Q2 UNCHANGED β€” β€” β€” 28,690 β€” 0% 0.11% $138K 2025-08-06 $2.71
2025 Q1 UNCHANGED β€” β€” β€” 28,690 β€” 0% 0.08% $94K 2025-05-05 $3.81
2024 Q4 INITIATED β€” β€” β€” 28,690 β€” β€” 0.12% $143K 2025-03-19 $3.34

FAQ About Chancellor Financial Group WB LP and TTEC

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

How long has Chancellor Financial Group WB LP reported owning TTEC?

Chancellor Financial Group WB LP reported TTEC across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported TTEC position in Chancellor Financial Group WB LP's portfolio?

The largest reported portfolio weight for TTEC was 0.19% in 2026 Q1.

What is the latest reported TTEC position on this page?

The most recent filing on this page is 2026 Q1, when Chancellor Financial Group WB LP reported 109,590 shares, equal to 0.19% of portfolio, with an estimated market value of $274K.

What does the chart on this TTEC ownership page compare?

The chart compares Chancellor Financial Group WB LP's quarterly TTEC 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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