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Security record · archived quarter

BPRE

Charts & data for BPRE on Finviz ↗ Sponsored

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025
38Tracked holders
+5Δ holders
31.47MShares held
$472.07MReported value
+5New positions
−0Exits
Strongly Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +15.2% · share flow +3.4% · net new positions +13.2% · formula
Broad accumulation: rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 4 0 150.00K $1.91M n/a −2
Q2 2026 37 +2 32.04M $416.82M +4 −3
Q1 2026 37 -1 31.97M $530.99M +5 −6
Q4 2025 38 +5 31.47M $472.07M +5 n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Captrust Financial Advisors 7.88M n/a $118.19M 0.2% n/c 1 SEC ↗
2 LPL Financial LLC 5.46M n/a $81.97M 0.0% n/c 1 SEC ↗
3 Northwestern Mutual Wealth… 4.29M n/a $64.32M 0.0% n/c 1 SEC ↗
4 Cetera Investment Advisers 3.21M n/a $48.18M 0.1% n/c 1 SEC ↗
5 Focus Partners Wealth 3.17M n/a $47.60M 0.1% n/c 1 SEC ↗
6 Osaic Holdings, Inc. 1.52M n/a $22.83M 0.0% n/c 1 SEC ↗ ×3
7 HighTower Advisors, LLC 1.03M n/a $15.45M 0.0% n/c 1 SEC ↗
8 Jane Street Group, Llc 904.10K n/a $13.56M 0.0% n/c 1 SEC ↗
9 Wells Fargo & Company/Mn 777.36K n/a $11.66M 0.0% n/c 1 SEC ↗ ×2
10 Morgan Stanley ✦ 504.65K New $7.57M 0.0% New 1 SEC ↗
11 Citadel Advisors ✦ 429.89K New $6.45M 0.0% New 1 SEC ↗
12 Creative Planning 348.35K n/a $5.23M 0.0% n/c 1 SEC ↗
13 Mariner, LLC 304.85K n/a $4.57M 0.0% n/c 1 SEC ↗ ×2
14 Commonwealth Equity Services, Llc 296.15K n/a $4.44M 0.0% n/c 1 SEC ↗
15 Cerity Partners LLC 295.21K n/a $4.43M 0.0% n/c 1 SEC ↗
16 Raymond James Financial Inc 208.98K n/a $3.13M 0.0% n/c 1 SEC ↗ ×2
17 Wealth Enhancement Advisory… 112.39K n/a $1.68M 0.0% n/c 1 SEC ↗
18 Cwm, Llc 95.21K n/a $1.43M 0.0% n/c 1 SEC ↗
19 Us Bancorp \De\ 93.30K n/a $1.40M 0.0% n/c 1 SEC ↗
20 Truist Financial Corp 85.70K n/a $1.29M 0.0% n/c 1 SEC ↗
21 Rockefeller Capital Management L.P. 73.72K n/a $1.11M 0.0% n/c 1 SEC ↗
22 Envestnet Asset Management Inc 65.57K n/a $983,535 0.0% n/c 1 SEC ↗
23 UBS Group AG 63.99K n/a $959,880 0.0% n/c 1 SEC ↗ ×2
24 Baird Financial Group, Inc. 45.32K n/a $679,785 0.0% n/c 1 SEC ↗ ×2
25 Hrt Financial Lp 38.28K n/a $574,000 0.0% n/c 1 SEC ↗
26 BlackRock ✦ (passive) 32.94K New $494,025 0.0% New 1 SEC ↗
27 JPMorgan Chase ✦ 32.80K New $492,000 0.0% New 1 SEC ↗ ×2
28 Fisher Asset Management ✦ 22.53K New $337,965 0.0% New 1 SEC ↗
29 First Trust Advisors Lp 20.26K n/a $303,930 0.0% n/c 1 SEC ↗
30 Ameriprise Financial Inc 16.24K n/a $243,555 0.0% n/c 1 SEC ↗
31 Royal Bank Of Canada 15.49K n/a $233,000 0.0% n/c 1 SEC ↗ ×4
32 Bank Of America Corp /De/ 6.11K n/a $91,605 0.0% n/c 1 SEC ↗
33 Pnc Financial Services Group, Inc. 6.02K n/a $90,300 0.0% n/c 1 SEC ↗ ×2
34 TD Waterhouse Canada Inc. 4.00K n/a $59,640 0.0% n/c 1 SEC ↗
35 Fifth Third Bancorp 1.15K n/a $17,250 0.0% n/c 1 SEC ↗
36 Assetmark, Inc 1.03K n/a $15,390 0.0% n/c 1 SEC ↗
37 Jones Financial Companies Lllp 815 n/a $12,225 0.0% n/c 1 SEC ↗
38 Russell Investments Group, Ltd. 2 n/a $30 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

Morgan Stanley $7.57M 0.0%
Citadel Advisors $6.45M 0.0%
BlackRock $494,025 0.0%
JPMorgan Chase $492,000 0.0%
Fisher Asset Management $337,965 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 316 holders, 73.57M shares, $1.13B 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.

Insider transactions

Open-market purchases (P)

Oct 27 KAMFAR RAMIN

Director · 69.66K sh @ 12.48 · $869,506

Oct 26 KAMFAR RAMIN

Director · 109.02K sh @ 12.48 · $1.36M

Oct 23 KAMFAR RAMIN

Director · 109.29K sh @ 12.52 · $1.37M

Oct 22 KAMFAR RAMIN

Director · 61.03K sh @ 12.42 · $758,029

Oct 21 Ruddy Jordan B.

Officer · President · 2.04K sh @ 12.25 · $24,987

Oct 21 KAMFAR RAMIN

Director · 114.86K sh @ 12.25 · $1.41M

Oct 20 KAMFAR RAMIN

Director · 92.03K sh @ 12.43 · $1.14M

Oct 19 KAMFAR RAMIN

Director · 64.66K sh @ 12.27 · $793,448

Oct 16 KAMFAR RAMIN

Director · 101.75K sh @ 12.39 · $1.26M

Oct 15 KAMFAR RAMIN

Director · 92.47K sh @ 12.56 · $1.16M

Open-market sales (S)

No open-market insider sales in our coverage window.

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Aug 27 SC 13D/A: Saba Capital Management, L.P.

5.1% of class · View original SEC filing ↗

Aug 25 SC 13G: CAPTRUST FINANCIAL ADVISORS

View original SEC filing ↗

Aug 03 SC 13D: Saba Capital Management, L.P.

5.0% of class · View original SEC filing ↗

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