AVK
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones -0.9% · nuevas posiciones netas 0.0% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | -4 | 4.99M | $65.42M | +1 | −5 |
| Q1 2026 | 29 | +6 | 4.78M | $53.34M | +6 | — |
| Q4 2025 | 23 | 0 | 4.55M | $57.07M | — | — |
| Q3 2025 | 2 | — | 527.08K | $6.74M | — | — |
| Q1 2025 | 1 | +1 | 19.12K | $220,465 | +1 | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.53M | — | $19.24M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.53M | — | $19.24M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.53M | — | $19.24M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 799.37K | — | $10.02M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 799.37K | — | $10.02M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 567.00K | — | $7.11M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 486.28K | -7.6% | $6.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 486.28K | -7.6% | $6.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 486.28K | -7.6% | $6.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 486.28K | -7.6% | $6.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Baird Financial Group, Inc. | 300.16K | — | $3.76M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Baird Financial Group, Inc. | 300.16K | — | $3.76M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 163.36K | — | $2.05M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Creative Planning | 140.68K | — | $1.76M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 117.68K | — | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 104.85K | — | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 69.94K | — | $877,068 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 69.94K | — | $877,068 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 55.82K | — | $716,169 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Stifel Financial Corp | 50.62K | — | $634,824 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 42.71K | — | $535,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 42.71K | — | $535,000 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Royal Bank Of Canada | 42.71K | — | $535,000 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cetera Investment Advisers | 40.70K | — | $510,380 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Invesco Ltd. | 28.92K | — | $362,682 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Truist Financial Corp | 19.95K | — | $250,187 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Truist Financial Corp | 19.95K | — | $250,187 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Envestnet Asset Management Inc | 19.10K | — | $239,498 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 4.93K | — | $61,788 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Us Bancorp \De\ | 1.47K | — | $18,484 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Cwm, Llc | 744 | — | $9,000 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 400 | -50.0% | $5,016 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 279 | — | $3,503 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Assetmark, Inc | 262 | — | $3,285 | 0.0% | n/c | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 108 tenedores, 12.17M acciones, $103.17M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.