BSMU
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +3.5% · nuevas posiciones netas 0.0% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | +1 | 3.63M | $79.52M | +1 | — |
| Q1 2026 | 21 | -4 | 3.48M | $75.96M | — | −4 |
| Q4 2025 | 25 | 0 | 3.45M | $75.91M | +1 | −1 |
| Q3 2025 | 2 | — | 224.66K | $4.92M | — | — |
| Q3 2024 | 1 | +1 | 55.31K | $1.23M | +1 | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 502.18K | — | $11.06M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 502.18K | — | $11.06M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 460.05K | — | $10.13M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 324.06K | +85.3% | $7.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Invesco Ltd. | 287.21K | — | $6.33M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | UBS Group AG | 228.99K | — | $5.04M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 228.99K | — | $5.04M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 224.62K | — | $4.95M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 224.62K | — | $4.95M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 221.11K | — | $4.87M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 221.11K | — | $4.87M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 209.11K | — | $4.61M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Lido Advisors, LLC | 201.80K | — | $4.44M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Jones Financial Companies Lllp | 106.00K | — | $2.33M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Jane Street Group, Llc | 104.75K | — | $2.31M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 102.11K | — | $2.25M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 94.41K | — | $2.08M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 75.06K | — | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Focus Partners Wealth | 65.02K | — | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 64.02K | — | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 46.79K | — | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Captrust Financial Advisors | 32.32K | — | $711,753 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Stifel Financial Corp | 27.75K | — | $611,217 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Royal Bank Of Canada | 26.09K | — | $575,000 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Goldman Sachs Group ✦ | 16.26K | Nuevo | $358,171 | 0.0% | New | 1 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 14.19K | — | $313,503 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Cetera Investment Advisers | 10.52K | — | $231,645 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 1.06K | — | $23,281 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cwm, Llc | 910 | — | $20,000 | 0.0% | n/c | 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
| Goldman Sachs Group | $358,171 | 0.0% |
Posición cerrada
| JPMorgan Chase | $1.09M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 93 tenedores, 7.10M acciones, $154.28M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.