E&G Advisors, LLC SNY — SANOFI

Ownership history in E&G Advisors, LLC  ·  52 quarters on record

AI Ownership Summary

E&G Advisors, LLC reported SANOFI (SNY) in 52 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.1% in 2024 Q3. The latest visible filing shows SNY at 0.05% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SNY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was E&G Advisors, LLC's position in SANOFI, 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 Q3

SNY was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2024 Q3

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

Time in book
Holding Window
2024 Q2 to 2026 Q3

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.

SNY stock page E&G Advisors, LLC fund profile E&G Advisors, LLC full holdings
How E&G Advisors, LLC held SNY — position size vs. price
% of Fund (quarterly)    SNY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 6,198 -200 -3.1% 0.05% $256K 2026-10-13 $39.22
2026 Q2 UNCHANGED — — — 6,398 — 0% 0.05% $273K 2026-07-23 $43.36
2026 Q1 UNCHANGED — — — 6,398 — 0% 0.07% $308K 2026-04-21 $44.65
2025 Q4 UNCHANGED — — — 6,398 — 0% 0.07% $310K 2026-01-23 $44.72
2025 Q3 ADDED — — — 6,398 +21 +0.3% 0.07% $302K 2025-10-21 $47.05
2025 Q2 UNCHANGED — — — 6,377 — 0% 0.08% $308K 2025-07-14 $46.00
2025 Q1 UNCHANGED — — — 6,377 — 0% 0.10% $354K 2025-04-23 $48.10
2024 Q4 UNCHANGED — — — 6,377 — 0% 0.08% $308K 2025-01-24 $47.61
2024 Q3 REDUCED — — — 6,377 -300 -4.5% 0.10% $368K 2024-10-18 $49.83
2024 Q2 UNCHANGED — — — 6,677 — 0% 0.10% $324K 2024-07-18 $45.69
42 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SNY

As of 2026 Q3 — sorted by position size

Peoples Bank/KS 3Y 0.66% Keystone Financial Planning, Inc. 3Y 7Y 0.22% Sound Income Strategies, LLC 3Y 7Y 0.17% Wynn Capital, LLC 0.13% Investors Research Corp 3Y 7Y 0.12% PING CAPITAL MANAGEMENT, INC. 0.08% Aaron Wealth Advisors LLC 3Y 0.07% FIDUCIARY FINANCIAL GROUP, LLC 0.04% Bank & Trust Co 0.03% Versant Capital Management, Inc 3Y 7Y 0.03%

FAQ About E&G Advisors, LLC and SNY

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

How long has E&G Advisors, LLC reported owning SNY?

E&G Advisors, LLC reported SNY across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported SNY position in E&G Advisors, LLC's portfolio?

The largest reported portfolio weight for SNY was 0.10% in 2024 Q3.

What is the latest reported SNY position on this page?

The most recent filing on this page is 2026 Q3, when E&G Advisors, LLC reported 6,198 shares, equal to 0.05% of portfolio, with an estimated market value of $256K.

What does the chart on this SNY ownership page compare?

The chart compares E&G Advisors, LLC's quarterly SNY 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.

How well did E&G Advisors, LLC time their SNY position?

Based on 13F filing dates vs. subsequent SNY price moves, E&G Advisors, LLC correctly timed 17 out of 35 reported position changes (49%). The annualised alpha on SNY relative to SPY over the holding period was +40.6%.

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