Bell Investment Advisors, Inc
All 13F Filings
- Location
- Orinda, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 639,151
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/17/2026 | 1,860 | 639,151 | 13F-HR | Bell Investment Advisors, Inc |
| Q4 2025 | 2/24/2026 | 1,802 | 632,341 | 13F-HR | Bell Investment Advisors, Inc |
| Q3 2025 | 11/21/2025 | 1,876 | 611,945 | 13F-HR | Bell Investment Advisors, Inc |
| Q2 2025 | 8/11/2025 | 1,879 | 581,565 | 13F-HR | Bell Investment Advisors, Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 115.9 K | 18.1% | 0 | 321.7 K | -321.7 K |
| ETFs | 520.6 K | 81.5% | 328.6 K | 0 | 328.6 K |
| Debt | 2.671 K | 0.4% | 0 | 2 | -2 |
| Other | 17 | 0.0% | 0 | 10 | -10 |
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Fund Snapshot
Q1 2026
Latest filed
4/17/2026
Total value ($000)
639,151
Holdings
1860
QoQ value change ($000)
6,810
(1.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.