Ficha del valor · trimestre archivado
BGR
nombre pendiente de incorporación al perfil
27Tenedores rastreados
+2Δ titulares
3.60MAcciones mantenidas
$62.31MValor declarado
+4Nuevas posiciones
−2Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +8.0% ·
flujo de acciones +9.2% ·
nuevas posiciones netas +7.4%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | +2 | 3.62M | $53.68M | +3 | −1 |
| Q1 2026 | 27 | +2 | 3.60M | $62.31M | +4 | −2 |
| Q4 2025 | 25 | 0 | 3.30M | $44.66M | — | — |
| Q3 2025 | 1 | — | 1.14M | $15.51M | — | — |
Quién lo tiene en cartera · Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.42M | +23.9% | $24.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.42M | +23.9% | $24.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.42M | +23.9% | $24.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.42M | +23.9% | $24.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 390.05K | +15.3% | $6.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 390.05K | +15.3% | $6.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Invesco Ltd. | 386.97K | +24.0% | $6.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Invesco Ltd. | 386.97K | +24.0% | $6.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 300.95K | +5.8% | $5.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 300.95K | +5.8% | $5.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 300.95K | +5.8% | $5.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 235.66K | +4.3% | $4.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | UBS Group AG | 235.66K | +4.3% | $4.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | UBS Group AG | 235.66K | +4.3% | $4.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | LPL Financial LLC | 182.71K | -4.2% | $3.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 138.48K | +15.4% | $2.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 138.48K | +15.4% | $2.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 128.29K | -0.5% | $2.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 67.31K | +6.7% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 67.31K | +6.7% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Cetera Investment Advisers | 64.45K | +4.7% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Jane Street Group, Llc | 47.66K | +185.1% | $824,908 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Jane Street Group, Llc | 47.66K | +185.1% | $824,908 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 41.54K | -32.0% | $687,052 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Creative Planning | 36.35K | -0.2% | $629,283 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Stifel Financial Corp | 32.61K | -15.5% | $564,452 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 21.68K | -5.1% | $375,304 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Allspring Global Investments… | 15.36K | -9.4% | $265,795 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Ameriprise Financial Inc | 15.20K | -4.8% | $263,155 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 15.18K | +11.6% | $262,750 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Mml Investors Services, Llc | 12.89K | +0.7% | $223,191 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Truist Financial Corp | 12.54K | -92.5% | $217,085 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Fifth Third Bancorp | 12.27K | Nuevo | $212,359 | 0.0% | New | 1 | SEC ↗ |
| 34 | Envestnet Asset Management Inc | 10.52K | Nuevo | $182,119 | 0.0% | New | 1 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 5.81K | +14.1% | $100,589 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 5.81K | +14.1% | $100,589 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 5.81K | +14.1% | $100,589 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 5.31K | +0.6% | $91,878 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | UBS AM, a distinct business unit of… | 3.03K | Nuevo | $52,380 | 0.0% | New | 1 | SEC ↗ |
| 40 | Assetmark, Inc | 2.22K | +11.3% | $38,497 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Cwm, Llc | 201 | Nuevo | $3,479 | 0.0% | New | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Fifth Third Bancorp | $212,359 | 0.0% |
| Envestnet Asset Management Inc | $182,119 | 0.0% |
| UBS AM, a distinct business… | $52,380 | 0.0% |
| Cwm, Llc | $3,479 | 0.0% |
Posición cerrada
| Mariner, LLC | $205,789 | era 0.0% |
| Russell Investments Group… | $27 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 85 tenedores, 5.92M acciones, $101.22M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Frecuentemente cotituladas
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q1 2026 ·
Metodología ·
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