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Security record · archived quarter

BFK

name pending profile ingest

Q4 2025 Q3 2025 Q1 2025
27Tracked holders
0Δ holders
2.74MShares held
$27.51MReported value
+0New positions
−0Exits
Stable 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.2% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q4 2025 27 0 2.74M $27.51M
Q3 2025 2 348.91K $3.51M
Q1 2025 1 +1 24.12K $238,748 +1
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank Of America Corp /De/ 651.30K $6.53M 0.0% n/c 1 SEC ↗
2 Bank Of America Corp /De/ 651.30K $6.53M 0.0% n/c 1 SEC ↗
3 Wells Fargo & Company/Mn 362.29K $3.63M 0.0% n/c 1 SEC ↗
4 Wells Fargo & Company/Mn 362.29K $3.63M 0.0% n/c 1 SEC ↗
5 Morgan Stanley 339.29K +0.9% $3.40M 0.0% ▲ Add 2 SEC ↗
6 Morgan Stanley 339.29K +0.9% $3.40M 0.0% ▲ Add 2 SEC ↗
7 Morgan Stanley 339.29K +0.9% $3.40M 0.0% ▲ Add 2 SEC ↗
8 Morgan Stanley 339.29K +0.9% $3.40M 0.0% ▲ Add 2 SEC ↗
9 Raymond James Financial Inc 212.51K $2.13M 0.0% n/c 1 SEC ↗
10 Raymond James Financial Inc 212.51K $2.13M 0.0% n/c 1 SEC ↗
11 LPL Financial LLC 172.69K $1.73M 0.0% n/c 1 SEC ↗
12 Allspring Global Investments… 165.91K $1.66M 0.0% n/c 1 SEC ↗
13 UBS Group AG 149.22K $1.50M 0.0% n/c 1 SEC ↗
14 UBS Group AG 149.22K $1.50M 0.0% n/c 1 SEC ↗
15 Envestnet Asset Management Inc 133.00K $1.33M 0.0% n/c 1 SEC ↗
16 Royal Bank Of Canada 104.25K $1.05M 0.0% n/c 1 SEC ↗
17 Royal Bank Of Canada 104.25K $1.05M 0.0% n/c 1 SEC ↗
18 Royal Bank Of Canada 104.25K $1.05M 0.0% n/c 1 SEC ↗
19 Ameriprise Financial Inc 60.92K $610,989 0.0% n/c 1 SEC ↗
20 Bank of New York Mellon Corp 51.77K $519,234 0.0% n/c 1 SEC ↗
21 Bank of New York Mellon Corp 51.77K $519,234 0.0% n/c 1 SEC ↗
22 Osaic Holdings, Inc. 46.21K $463,490 0.0% n/c 1 SEC ↗
23 Osaic Holdings, Inc. 46.21K $463,490 0.0% n/c 1 SEC ↗
24 Jane Street Group, Llc 46.17K $463,045 0.0% n/c 1 SEC ↗
25 Jane Street Group, Llc 46.17K $463,045 0.0% n/c 1 SEC ↗
26 Cetera Investment Advisers 39.12K $392,420 0.0% n/c 1 SEC ↗
27 Stifel Financial Corp 38.72K $388,363 0.0% n/c 1 SEC ↗
28 Stifel Financial Corp 38.72K $388,363 0.0% n/c 1 SEC ↗
29 HighTower Advisors, LLC 34.99K $350,970 0.0% n/c 1 SEC ↗
30 Commonwealth Equity Services, Llc 22.60K $226,700 0.0% n/c 1 SEC ↗
31 Bank Of Montreal /Can/ 22.52K $225,866 0.0% n/c 1 SEC ↗
32 Balyasny Asset Management L.P. 18.62K $186,718 0.0% n/c 1 SEC ↗
33 Lido Advisors, LLC 18.31K $184,911 0.0% n/c 1 SEC ↗
34 Goldman Sachs Group 16.03K +25.5% $160,741 0.0% ▲ Add 2 SEC ↗
35 Pnc Financial Services Group, Inc. 11.27K $113,058 0.0% n/c 1 SEC ↗
36 Mml Investors Services, Llc 10.50K $105,317 0.0% n/c 1 SEC ↗
37 First Trust Advisors Lp 10.04K $100,701 0.0% n/c 1 SEC ↗
38 Fifth Third Bancorp 2.06K $20,612 0.0% n/c 1 SEC ↗
39 Northwestern Mutual Wealth… 1.90K $19,057 0.0% n/c 1 SEC ↗
40 Assetmark, Inc 25 $251 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1 holders, 17.87K shares, $179,279 reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API