BGB
Name ausstehend, Profil-Einspeisung läuft
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -5.0% ·
Aktienfluss +2.7% ·
neue Nettopositionen -5.3%
· Formel
Konzentrierte Akkumulation: steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 42.98K | $475,414 | n/a | n/a |
| Q2 2026 | 20 | +1 | 10.27M | $116.06M | +3 | −2 |
| Q1 2026 | 19 | -1 | 10.07M | $112.27M | +3 | −4 |
| Q4 2025 | 20 | +1 | 9.81M | $115.54M | +1 | n/a |
| Q3 2025 | 1 | n/a | 2.14M | $26.01M | n/a | n/a |
| Q1 2025 | 1 | -1 | 25.86K | $312,401 | n/a | −1 |
| Q4 2024 | 2 | +1 | 30.59K | $374,055 | +1 | n/a |
| Q3 2024 | 1 | 0 | 78.28K | $964,410 | n/a | n/a |
| Q2 2024 | 1 | n/a | 19.61K | $233,175 | n/a | n/a |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.22M | +0.5% | $24.80M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 1.97M | +2.2% | $22.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 1.87M | -3.9% | $20.82M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 1.16M | +8.4% | $12.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | HighTower Advisors, LLC | 911.04K | +1.2% | $10.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | UBS Group AG | 492.95K | +0.7% | $5.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Loomis Sayles & Co L P | 429.52K | Neu | $4.79M | 0.0% | New | 1 | SEC ↗ ×2 |
| 8 | LPL Financial LLC | 376.15K | +12.0% | $4.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Invesco Ltd. | 250.94K | -15.5% | $2.80M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Royal Bank Of Canada | 101.71K | -60.3% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Stifel Financial Corp | 96.75K | -6.0% | $1.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Lido Advisors, LLC | 56.85K | 0.0% | $633,855 | 0.0% | Held | 2 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 45.78K | -5.2% | $508,671 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 34.72K | -33.5% | $387,133 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 13.26K | Neu | $147,882 | 0.0% | New | 1 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 12.99K | -20.9% | $144,894 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Fifth Third Bancorp | 10.62K | Neu | $118,424 | 0.0% | New | 1 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 9.00K | 0.0% | $100,350 | 0.0% | Held | 2 | SEC ↗ |
| 19 | National Bank Of Canada /Fi/ | 2.30K | 0.0% | $25,645 | 0.0% | Held | 2 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Loomis Sayles & Co L P | $4.79M | 0.0% |
| Citadel Advisors | $147,882 | 0.0% |
| Fifth Third Bancorp | $118,424 | 0.0% |
Ausgestiegen
| First Trust Advisors Lp | $635,621 | war 0.0% |
| Millennium Management | $216,293 | war 0.0% |
| Cetera Investment Advisers | $120,371 | war 0.0% |
| Northwestern Mutual Wealth… | $10,308 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 79 Inhaber, 21.06M Anteile, $201.93M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.