Fund manager · 13F holdings
W.G. Shaheen & Associates DBA Whitney & Co
CIK 1577001
Q2 2026$1.37B
179 positions · Filed Jul 28, 2026 · Current
Q1 2026$1.20B
175 positions · Filed May 5, 2026
Q4 2025$1.26B
173 positions · Filed Jan 30, 2026
Q3 2025$1.10B
142 positions · Filed Nov 7, 2025
Q2 2025$1.01B
135 positions · Filed Aug 5, 2025
Q1 2025$940.65M
130 positions · Filed May 6, 2025
Q4 2024$952.30M
130 positions · Filed Feb 4, 2025
Q3 2024$932.96M
128 positions · Filed Nov 7, 2024
Q2 2024$870.64M
122 positions · Filed Jul 30, 2024
Q1 2024$838.94M
128 positions · Filed May 8, 2024
Q4 2023$772.87M
122 positions · Filed Feb 8, 2024
Q3 2023 is outside the free window
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