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Security record · archived quarter

BFOR

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q4 2024
13Tracked holders
0Δ holders
659.02KShares held
$54.27MReported value
+0New positions
−0Exits
Stable 3 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
Q2 2026 16 -1 758.19K $72.40M −1
Q1 2026 17 +4 727.77K $60.31M +4
Q4 2025 13 0 659.02K $54.27M
Q3 2025 2 0 489.41K $39.73M
Q2 2025 1 5.33K $410,548
Q4 2024 1 +1 2.94K $213,713 +1
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 485.19K +0.2% $39.96M 0.0% ▲ Add 2 SEC ↗
2 Bank Of America Corp /De/ 54.38K $4.48M 0.0% n/c 1 SEC ↗
3 Bank Of America Corp /De/ 54.38K $4.48M 0.0% n/c 1 SEC ↗
4 Bank Of America Corp /De/ 54.38K $4.48M 0.0% n/c 1 SEC ↗
5 Bank Of America Corp /De/ 54.38K $4.48M 0.0% n/c 1 SEC ↗
6 Jones Financial Companies Lllp 43.83K $3.61M 0.0% n/c 1 SEC ↗
7 Susquehanna International Group, Llp 19.03K $1.57M 0.0% n/c 1 SEC ↗
8 Susquehanna International Group, Llp 19.03K $1.57M 0.0% n/c 1 SEC ↗
9 LPL Financial LLC 13.45K $1.11M 0.0% n/c 1 SEC ↗
10 UBS Group AG 9.14K $753,091 0.0% n/c 1 SEC ↗
11 Wells Fargo & Company/Mn 9.00K $740,917 0.0% n/c 1 SEC ↗
12 Wells Fargo & Company/Mn 9.00K $740,917 0.0% n/c 1 SEC ↗
13 Fidelity (FMR) 5.51K +3.3% $453,432 0.0% ▲ Add 3 SEC ↗
14 Osaic Holdings, Inc. 5.46K $449,373 0.0% n/c 1 SEC ↗
15 Raymond James Financial Inc 5.33K $438,514 0.0% n/c 1 SEC ↗
16 Raymond James Financial Inc 5.33K $438,514 0.0% n/c 1 SEC ↗
17 Stifel Financial Corp 4.32K $355,320 0.0% n/c 1 SEC ↗
18 Royal Bank Of Canada 2.33K $192,000 0.0% n/c 1 SEC ↗
19 Royal Bank Of Canada 2.33K $192,000 0.0% n/c 1 SEC ↗
20 Rockefeller Capital Management L.P. 2.07K $170,433 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): 40 holders, 882.59K shares, $72.99M 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