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Bluestem Financial Advisors

Bluestem Financial Advisors is an investment advisor in Champaign with $221.31M assets under management.

Company profile

Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
452496793
SEC advisor number
801-116798
FINRA CRD number
158418
AUM ?
$221.31M (as of 11 Mar 21)
Accounts
753 (as of 11 Mar 21)
Employees
8 (6 investment advisory or research)

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
25 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$33.1M 76.84K 76.08K +1.0
$21.29M 249.2K 232.71K +7.1
$19.88M 90.89K 88.27K +3.0
Vanguard Intl Equity Index F
$16.76M 274.86K 255.55K +7.6
$10.34M 101.54K 99.03K +2.5
Vanguard Tax-managed Intl FD
$3.49M 69.18K 71.94K -3.8
$2.64M 24.13K 26.85K -10.1
$2.2M 10.95K 10.94K +0.1
$1.95M 8.77K 8.89K -1.3
$1.78M 45.64K 46.23K -1.3
$1.48M 24.02K 23.09K +4.0
$1.32M 13.71K 13.71K 0
$1.3M 17.19K 15.67K +9.7
$1.01M 4.25K 4.42K -3.8
$841K 16.67K 16.64K +0.2
$572K 1.33K 1.11K +19.8
$534K 3.78K 4.12K -8.5
$380K 6.6K 9.2K -28.3
$324K 1.23K 1.23K +0.1
$320K 3.65K 3.65K 0
$272K 5.95K 5.94K +0.3
$266K 3.32K 3.22K +3.3
$255K 2.85K 2.85K 0
$247K 2.15K 2.15K 0
$245K 3.99K 4.46K -10.5
Holdings list only includes long positions. Only includes long positions.

Calendar

29 Nov 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings