BFOR
name pending profile ingest
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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.