Effectdossier · gearchiveerd kwartaal
AFB
naam in afwachting van profielverwerking
23Gevolgde houders
0Δ houders
3.86MGehouden aandelen
$41.26MGerapporteerde waarde
+4Nieuwe posities
−4Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -9.0% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | +1 | 4.14M | $47.18M | +4 | −3 |
| Q1 2026 | 23 | 0 | 3.86M | $41.26M | +4 | −4 |
| Q4 2025 | 23 | 0 | 4.24M | $45.89M | — | — |
| Q3 2025 | 1 | — | 711.27K | $7.72M | — | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Allspring Global Investments… | 1.46M | +2.2% | $15.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 879.50K | +23.1% | $9.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 879.50K | +23.1% | $9.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 879.50K | +23.1% | $9.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 879.50K | +23.1% | $9.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 508.07K | +2.7% | $5.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 508.07K | +2.7% | $5.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 508.07K | +2.7% | $5.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 194.42K | -1.4% | $2.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Bank of New York Mellon Corp | 147.06K | +4.4% | $1.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Bank of New York Mellon Corp | 147.06K | +4.4% | $1.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Bank of New York Mellon Corp | 147.06K | +4.4% | $1.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | LPL Financial LLC | 99.32K | 0.0% | $1.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 78.45K | -63.5% | $839,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 78.45K | -63.5% | $839,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 66.51K | +18.0% | $710,952 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 57.55K | +35.7% | $615,156 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 56.80K | +33.7% | $607,139 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Creative Planning | 45.28K | -14.8% | $484,019 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 41.84K | -18.1% | $447,214 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Lido Advisors, LLC | 37.54K | -88.0% | $401,288 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Invesco Ltd. | 35.35K | Nieuw | $377,870 | 0.0% | New | 1 | SEC ↗ |
| 23 | Stifel Financial Corp | 32.66K | +0.1% | $349,155 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | UBS Group AG | 26.88K | -82.8% | $287,315 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Raymond James Financial Inc | 23.56K | +21.0% | $251,834 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Raymond James Financial Inc | 23.56K | +21.0% | $251,834 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Raymond James Financial Inc | 23.56K | +21.0% | $251,834 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 20.49K | +64.3% | $218,994 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 20.49K | +64.3% | $218,994 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Us Bancorp \De\ | 17.23K | 0.0% | $184,210 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Cerity Partners LLC | 15.61K | +35.3% | $166,892 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Nomura Holdings Inc | 10.00K | Nieuw | $106,900 | 0.0% | New | 1 | SEC ↗ |
| 33 | BlackRock ✦ (passief) | 595 | Nieuw | $6,361 | 0.0% | New | 1 | SEC ↗ |
| 34 | Fifth Third Bancorp | 77 | Nieuw | $822 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Invesco Ltd. | $377,870 | 0.0% |
| Nomura Holdings Inc | $106,900 | 0.0% |
| BlackRock | $6,361 | 0.0% |
| Fifth Third Bancorp | $822 | 0.0% |
Verlaten
| Balyasny Asset Management L.P. | $1.02M | was 0.0% |
| Susquehanna International… | $180,445 | was 0.0% |
| Jane Street Group, Llc | $163,079 | was 0.0% |
| Bank Of Montreal /Can/ | $139,989 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 90 houders, 18.55M aandelen, $185.91M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q1 2026 ·
Methodologie ·
Verkrijg dit via de API