BEAT
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares -16.7% ·
flujo de acciones -1.9% ·
nuevas posiciones netas -20.0%
· fórmula
Distribución amplia: acciones en descenso y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 16 | +1 | 4.45M | $3.33M | +3 | −2 |
| Q1 2026 | 15 | -3 | 3.25M | $3.95M | n/a | −3 |
| Q4 2025 | 17 | -1 | 3.19M | $7.63M | n/a | −1 |
| Q3 2025 | 7 | -1 | 1.69M | $2.79M | n/a | −1 |
| Q2 2025 | 5 | +1 | 1.57M | $1.96M | +1 | n/a |
| Q1 2025 | 2 | 0 | 325.74K | $654,872 | n/a | n/a |
| Q4 2024 | 2 | 0 | 320.21K | $736,637 | n/a | n/a |
| Q3 2024 | 1 | 0 | 233.40K | $541,602 | n/a | n/a |
| Q2 2024 | 1 | n/a | 213.09K | $547,776 | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 1.20M | n/a | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (pasivo) | 898.32K | +0.7% | $1.10M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 3 | Geode Capital Management ✦ (pasivo) | 377.21K | +23.4% | $460,269 | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 4 | UBS Group AG | 337.15K | -25.9% | $409,165 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 5 | State Street Global Advisors ✦ (pasivo) | 125.47K | 0.0% | $153,077 | 0.0% | Held | 6 | SEC ↗ |
| 6 | Raymond James Financial Inc | 105.95K | +3.8% | $129,259 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Morgan Stanley ✦ | 58.60K | -4.9% | $71,491 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Northern Trust Corp | 58.16K | 0.0% | $70,960 | 0.0% | Held | 2 | SEC ↗ |
| 9 | Stifel Financial Corp | 51.00K | 0.0% | $62,220 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 10 | Truist Financial Corp | 15.00K | 0.0% | $18,300 | 0.0% | Held | 2 | SEC ↗ |
| 11 | CIBC Bancorp USA Inc. | 10.63K | n/a | $12,970 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 3.00K | 0.0% | $4,000 | 0.0% | Held | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 8.50K | 0.0% | $2,121 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 14 | Osaic Holdings, Inc. | 1.00K | 0.0% | $1,220 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Citigroup Inc | 232 | +23100.0% | $283 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Jane Street Group, Llc | $54,785 | era 0.0% |
| JPMorgan Chase | $1,200 | era 0.0% |
| Bank Of America Corp /De/ | $136 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 6 tenedores, 553.97K acciones, $66,532 declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.