Richard Bernstein Advisors LLC DE — DEERE&CO COM

Ownership history in Richard Bernstein Advisors LLC  ·  36 quarters on record

AI Ownership Summary

Richard Bernstein Advisors LLC reported DEERE&CO COM (DE) in 36 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.1% in 2025 Q2. The latest visible filing shows DE at 0.04% 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 DE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Richard Bernstein Advisors LLC's position in DEERE&CO COM, 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

DE was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2025 Q2

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

Time in book
Holding Window
2023 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.

DE stock page Richard Bernstein Advisors LLC fund profile Richard Bernstein Advisors LLC full holdings
How Richard Bernstein Advisors LLC held DE — position size vs. price
% of Fund (quarterly)    DE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 2,658 -507 -16.0% 0.04% $1.5M 2026-04-22 $579.99
2025 Q3 REDUCED 59.1% +2.8% ❌ 3,165 -4,580 -59.1% 0.04% $1.4M 2025-11-13 $470.40
2025 Q2 REDUCED 9.1% -8.5% ✅ 7,745 -776 -9.1% 0.10% $3.9M 2025-08-06 $504.64
2025 Q1 REDUCED — — — 8,521 -354 -4.0% 0.10% $4.0M 2025-04-29 $454.68
2024 Q4 UNCHANGED — — — 8,875 — 0% 0.09% $3.8M 2025-02-04 $464.54
2024 Q3 UNCHANGED — — — 8,875 — 0% 0.08% $3.7M 2024-11-08 $386.13
2024 Q2 UNCHANGED — — — 8,875 — 0% 0.07% $3.3M 2024-07-30 $363.01
2024 Q1 UNCHANGED — — — 8,875 — 0% 0.08% $3.6M 2024-05-09 $397.80
2023 Q4 ADDED — — — 8,875 +6 +0.1% 0.08% $3.5M 2024-02-14 $372.86
27 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DE

As of 2026 Q1 — sorted by position size

WEYBOSSET RESEARCH & MANAGEMENT LLC 3Y 7Y 7.53% Crown Oak Advisors, LLC 6.86% FIRST COMMUNITY TRUST NA 3Y 5.85% WEALTHSPAN PARTNERS, LLC 3Y 5.64% SPRING CAPITAL MANAGEMENT, LLC 3Y 5.18% MONTGOMERY INVESTMENT MANAGEMENT INC 3Y 7Y 4.86% Atala Financial Inc 4.26% Eldred Rock Partners, LLC 4.12% Aull & Monroe Investment Management Corp 3Y 7Y 3.28% Andrew Hill Investment Advisors, Inc. 3Y 3.28%

FAQ About Richard Bernstein Advisors LLC and DE

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

How long has Richard Bernstein Advisors LLC reported owning DE?

Richard Bernstein Advisors LLC reported DE across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DE position in Richard Bernstein Advisors LLC's portfolio?

The largest reported portfolio weight for DE was 0.10% in 2025 Q2.

What is the latest reported DE position on this page?

The most recent filing on this page is 2026 Q1, when Richard Bernstein Advisors LLC reported 2,658 shares, equal to 0.04% of portfolio, with an estimated market value of $1.5M.

What does the chart on this DE ownership page compare?

The chart compares Richard Bernstein Advisors LLC's quarterly DE 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 Richard Bernstein Advisors LLC time their DE position?

Based on 13F filing dates vs. subsequent DE price moves, Richard Bernstein Advisors LLC correctly timed 8 out of 14 reported position changes (57%).

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