SEC Form 13F · Q1 2026

HOWE & RUSLING INC

Institutional Holdings Report

13F-HRNY
$1.5B
Portfolio Value
529
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
HOWE & RUSLING INC
CIK
769963
Accession No.
0001398344-26-007373
Location
ROCHESTER, NY
Form Type
13F-HR
Portfolio Value
$1.5B
Holdings Reported
529
Reporting Period
Q1 2026
Filed
April 28, 2026

About this Filing

HOWE & RUSLING INC is an institutional investment manager based in ROCHESTER, NY reporting approximately $1.5B in 13(f) securities across 529 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.