EAGL β€” 2023 ETF SERIES TRUST

Ownership history in LOWE BROCKENBROUGH & CO INC  Β·  3 quarters on record

AI Ownership Summary

LOWE BROCKENBROUGH & CO INC reported 2023 ETF SERIES TRUST (EAGL) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.88% in 2025 Q3. The latest visible filing shows EAGL at 0.87% 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 EAGL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LOWE BROCKENBROUGH & CO INC's position in 2023 ETF SERIES TRUST, 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

EAGL was reported at 0.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.88% in 2025 Q3

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

Time in book
Holding Window
2025 Q2 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 LOWE BROCKENBROUGH & CO INC held EAGL β€” position size vs. price
% of Fund (quarterly)    EAGL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 545,058 β€” 0% 0.87% $17.7M 2026-02-14 (Est.) $31.87
2025 Q3 ADDED 545,058 +65,250 +13.6% 0.88% $17.0M 2025-11-05 $31.55
2025 Q2 INITIATED 479,808 β€” β€” 0.81% $14.5M 2025-08-11 $29.54

🏒 Other funds also holding EAGL

As of 2026 Q1 β€” sorted by position size

BURKETT FINANCIAL SERVICES, LLC 6.75% YHB Investment Advisors, Inc. 3Y 7Y 0.69%

FAQ About LOWE BROCKENBROUGH & CO INC and EAGL

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

How long has LOWE BROCKENBROUGH & CO INC reported owning EAGL?

LOWE BROCKENBROUGH & CO INC reported EAGL across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported EAGL position in LOWE BROCKENBROUGH & CO INC's portfolio?

The largest reported portfolio weight for EAGL was 0.88% in 2025 Q3.

What is the latest reported EAGL position on this page?

The most recent filing on this page is 2025 Q4, when LOWE BROCKENBROUGH & CO INC reported 545,058 shares, equal to 0.87% of portfolio, with an estimated market value of $17.7M.

What does the chart on this EAGL ownership page compare?

The chart compares LOWE BROCKENBROUGH & CO INC's quarterly EAGL 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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