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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
17Tracked holders
+4Δ holders
727.77KShares held
$60.31MReported value
+4New positions
−0Exits
Strongly Rising 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +30.0% · share flow +10.4% · net new positions +20.0% — formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

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 · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley ✦ 483.45K -0.4% $40.13M 0.0% ▼ Trim 3 SEC ↗ ×2
2 Jones Financial Companies Lllp 75.40K +72.1% $6.16M 0.0% ▲ Add 2 SEC ↗
3 Bank Of America Corp /De/ 58.31K +7.2% $4.84M 0.0% ▲ Add 2 SEC ↗ ×3
4 Susquehanna International Group, Llp 31.25K +64.2% $2.59M 0.0% ▲ Add 2 SEC ↗ ×2
5 National Bank Of Canada /Fi/ 19.30K New $1.60M 0.0% New 1 SEC ↗
6 LPL Financial LLC 14.12K +5.0% $1.17M 0.0% ▲ Add 2 SEC ↗
7 UBS Group AG 10.16K +11.1% $843,165 0.0% ▲ Add 2 SEC ↗ ×2
8 Wells Fargo & Company/Mn 8.88K -1.3% $736,767 0.0% ▼ Trim 2 SEC ↗ ×2
9 Fidelity (FMR) ✦ 5.51K 0.0% $457,038 0.0% Held 4 SEC ↗
10 Osaic Holdings, Inc. 5.42K -0.7% $449,821 0.0% ▼ Trim 2 SEC ↗
11 Raymond James Financial Inc 5.30K -0.5% $439,927 0.0% ▼ Trim 2 SEC ↗ ×2
12 Stifel Financial Corp 4.26K -1.2% $353,995 0.0% ▼ Trim 2 SEC ↗
13 Rockefeller Capital Management L.P. 2.70K +30.4% $223,998 0.0% ▲ Add 2 SEC ↗
14 Royal Bank Of Canada 2.33K 0.0% $194,000 0.0% Held 2 SEC ↗ ×2
15 Us Bancorp \De\ 1.00K New $83,005 0.0% New 1 SEC ↗
16 UBS AM, a distinct business unit of… 210 New $17,431 0.0% New 1 SEC ↗
17 Fifth Third Bancorp 172 New $14,277 0.0% New 1 SEC ↗

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

New buyers

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: Q1 2026 · Methodology · Get this via the API