AGD
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss -1.4% · neue Nettopositionen 0.0% — Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | +2 | 3.20M | $38.77M | +3 | −1 |
| Q1 2026 | 23 | +4 | 2.94M | $31.73M | +4 | — |
| Q4 2025 | 19 | 0 | 2.49M | $29.08M | — | — |
| Q3 2025 | 1 | — | 193.10K | $2.57M | — | — |
| Q4 2024 | 1 | +1 | 11.62K | $113,896 | +1 | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 675.21K | — | $7.87M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 675.21K | — | $7.87M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 537.51K | — | $6.27M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 537.51K | — | $6.27M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 252.99K | — | $2.95M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 207.57K | — | $2.42M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 207.57K | — | $2.42M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 158.71K | -17.8% | $1.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 158.71K | -17.8% | $1.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 158.71K | -17.8% | $1.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 158.71K | -17.8% | $1.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 151.48K | — | $1.77M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 130.72K | — | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | UBS Group AG | 130.50K | — | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 74.64K | — | $870,340 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cerity Partners LLC | 73.89K | — | $861,520 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 34.04K | — | $396,871 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cetera Investment Advisers | 29.48K | — | $343,783 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 15.62K | — | $191,600 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Stifel Financial Corp | 11.11K | — | $129,486 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 4.29K | — | $50,031 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 3.07K | — | $35,796 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Cwm, Llc | 2.10K | — | $25,000 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Us Bancorp \De\ | 205 | — | $2,390 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Citigroup Inc | 6 | — | $70 | 0.0% | n/c | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 66 Inhaber, 4.74M Anteile, $43.44M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.