证券记录 · 已归档季度
BANX
名称等待档案录入
12被追踪持有人
+3Δ持有人
413.61K持有股份
$8.09M报告持仓市值
+4新建仓位
−1清仓
动量输入(同类管理人):
持有人广度 +30.0% ·
股份流向 -17.2% ·
净新建仓位 +20.0%
— 公式
持股分散化 — 持有人增多,合计持仓比例缩小
所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q2 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 12 | +3 | 413.61K | $8.09M | +4 | −1 |
| Q1 2026 | 9 | -1 | 499.78K | $9.53M | +1 | −2 |
| Q4 2025 | 10 | -2 | 411.85K | $8.99M | — | −2 |
| Q3 2025 | 3 | -1 | 56.77K | $1.24M | — | −1 |
| Q2 2025 | 3 | 0 | 34.36K | $719,238 | +1 | −1 |
| Q1 2025 | 2 | 0 | 26.21K | $553,052 | — | — |
| Q4 2024 | 2 | +1 | 32.17K | $671,772 | +1 | — |
| Q3 2024 | 1 | 0 | 16.51K | $344,275 | — | — |
| Q2 2024 | 1 | — | 11.53K | $212,710 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Stifel Financial Corp | 139.07K | +0.1% | $2.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 131.07K | +15.1% | $2.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 131.07K | +15.1% | $2.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 33.70K | -0.1% | $658,758 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 33.70K | -0.1% | $658,758 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Marshall Wace ✦ | 32.63K | 新增 | $637,838 | 0.0% | New | 1 | SEC ↗ |
| 7 | Marshall Wace ✦ | 32.63K | 新增 | $637,838 | 0.0% | New | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 31.47K | -83.8% | $615,295 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 31.47K | -83.8% | $615,295 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Mariner, LLC | 14.97K | 新增 | $292,748 | 0.0% | New | 1 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 14.76K | 0.0% | $288,597 | 0.0% | Held | 3 | SEC ↗ |
| 12 | UBS Group AG | 13.94K | +293.1% | $272,547 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 1.07K | 新增 | $20,966 | 0.0% | New | 1 | SEC ↗ |
| 14 | Simplex Trading, Llc | 924 | 新增 | $18,064 | 0.0% | New | 1 | SEC ↗ |
| 15 | Russell Investments Group, Ltd. | 3 | -25.0% | $59 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 1 | 0.0% | $28 | 0.0% | Held | 3 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Marshall Wace | $637,838 | 0.0% |
| Marshall Wace | $637,838 | 0.0% |
| Mariner, LLC | $292,748 | 0.0% |
| JPMorgan Chase | $20,966 | 0.0% |
| Simplex Trading, Llc | $18,064 | 0.0% |
已清仓
| Jones Financial Companies Lllp | $1,868 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 34 持有人, 1.92M 股份, $36.42M 已申报. 这是与上方被追踪全域数据不同的较早期间,两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数,而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓(被追踪范围,变动对比集);内部人行为来自Form 3/4/5;重大持股来自Schedule 13D/13G;所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2026 ·
方法论 ·
通过API获取此数据