David Rolfe - Wedgewood Partners Inc
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    22
Portfolio value:    $484,285,577
Holdings Activity Buys Sells    History
Holding/activity history for  Manning &napier Inc Cla (MN)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2020   Q3 0 0.00 Sell 100.00% 0.01 SEC
2020   Q2 13,000 0.01 Reduce 36.59% <0.01 $2.85 $37,000 SEC
2020   Q1 20,500 <0.01 $1.22 $25,000 SEC
2019   Q4 20,500 <0.01 Reduce 10.87% <0.01 $1.71 $35,000 SEC
2019   Q3 23,000 <0.01 $1.87 $43,000 SEC
2019   Q2 23,000 <0.01 $1.74 $40,000 SEC
2019   Q1 23,000 <0.01 $2.09 $48,000 SEC
2018   Q4 23,000 <0.01 Reduce 17.86% <0.01 $1.74 $40,000 SEC
2018   Q3 28,000 <0.01 Add 2.49% <0.01 $2.93 $82,000 SEC
2018   Q2 27,321 <0.01 $3.07 $84,000 SEC
2018   Q1 27,321 <0.01 Add 16.26% <0.01 $3.48 $95,000 SEC
2017   Q4 23,500 <0.01 Reduce 42.68% <0.01 $3.57 $84,000 SEC
2017   Q3 41,000 0.01 Reduce 26.79% <0.01 $3.93 $161,000 SEC
2017   Q2 56,000 0.01 $4.34 $243,000 SEC
2017   Q1 56,000 0.01 Add 21.74% <0.01 $5.70 $319,000 SEC
2016   Q4 46,000 0.01 Add 3.95% <0.01 $7.54 $347,000 SEC
2016   Q3 44,250 0.01 Add 29.67% <0.01 $7.07 $313,000 SEC
2016   Q2 34,125 0.01 Add 1.11% <0.01 $9.49 $324,000 SEC
2016   Q1 33,750 <0.01 Buy <0.01 $8.06 $272,000 SEC