Scheda del titolo · trimestre archiviato
BWX
nome in attesa di acquisizione nel profilo
40Holder monitorati
+1Δ titolari
16.79MQuote detenute
$369.71MValore dichiarato
+5Nuove posizioni
−4Uscite
Input di momentum (manager comparabili):
ampiezza dei detentori +2.6% ·
flusso azionario +25.9% ·
nuove posizioni nette +2.5%
— formula
Accumulo diffuso — azioni in aumento tra un maggior numero di detentori
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q1 2026
Proprietà nel tempo
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| Q2 2026 | 43 | +4 | 12.73M | $276.03M | +6 | −2 |
| Q1 2026 | 40 | +1 | 16.79M | $369.71M | +5 | −4 |
| Q4 2025 | 39 | -1 | 13.34M | $300.53M | — | −1 |
| Q3 2025 | 7 | 0 | 3.01M | $69.21M | — | — |
| Q2 2025 | 4 | +1 | 1.11M | $26.15M | +1 | — |
| Q1 2025 | 2 | +1 | 48.61K | $1.06M | +1 | — |
| Q4 2024 | 1 | — | 121.61K | $2.60M | — | — |
Chi lo detiene · Q1 2026
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.22M | +4.2% | $70.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.22M | +4.2% | $70.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 3.22M | +4.2% | $70.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Jane Street Group, Llc | 2.92M | +535.7% | $64.04M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | Manufacturers Life Insurance… | 2.56M | -7.3% | $56.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Creative Planning | 1.35M | +22.8% | $29.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | State Street Global Advisors ✦ (passivo) | 1.10M | +7580.3% | $24.06M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 867.72K | -6.3% | $19.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 533.24K | +17.8% | $11.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 533.24K | +17.8% | $11.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 533.24K | +17.8% | $11.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | LPL Financial LLC | 448.05K | +5.1% | $9.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Citigroup Inc | 445.39K | -0.1% | $9.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Citigroup Inc | 445.39K | -0.1% | $9.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Financial Engines Advisors L.L.C. | 374.01K | -5.8% | $8.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 351.14K | +1333.9% | $7.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 351.14K | +1333.9% | $7.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 351.14K | +1333.9% | $7.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 351.14K | +1333.9% | $7.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 342.68K | +52.2% | $7.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 342.68K | +52.2% | $7.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Cetera Investment Advisers | 321.49K | -0.8% | $7.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 280.79K | +23.6% | $6.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 241.83K | -0.4% | $5.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 241.83K | -0.4% | $5.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 241.83K | -0.4% | $5.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 241.83K | -0.4% | $5.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Assetmark, Inc | 206.60K | +3.0% | $4.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 191.28K | -7.2% | $4.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 191.28K | -7.2% | $4.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 191.28K | -7.2% | $4.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Mackenzie Financial Corp | 173.00K | 0.0% | $3.80M | 0.0% | Held | 2 | SEC ↗ |
| 33 | Jones Financial Companies Lllp | 115.21K | +26.9% | $2.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Commonwealth Equity Services, Llc | 110.02K | -57.1% | $2.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | UBS Group AG | 100.05K | -29.6% | $2.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Cerity Partners LLC | 97.59K | +55.0% | $2.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Osaic Holdings, Inc. | 87.51K | -4.2% | $1.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Osaic Holdings, Inc. | 87.51K | -4.2% | $1.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Raymond James Financial Inc | 85.39K | -1.8% | $1.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Raymond James Financial Inc | 85.39K | -1.8% | $1.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Focus Partners Wealth | 6.72K | Nuovo | $1.36M | 0.0% | New | 1 | SEC ↗ |
| 42 | Royal Bank Of Canada | 61.19K | -15.6% | $1.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Royal Bank Of Canada | 61.19K | -15.6% | $1.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Royal Bank Of Canada | 61.19K | -15.6% | $1.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Stifel Financial Corp | 54.24K | -3.1% | $1.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Mercer Global Advisors Inc /Adv | 52.84K | -17.7% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Hrt Financial Lp | 46.27K | Nuovo | $1.01M | 0.0% | New | 1 | SEC ↗ |
| 48 | Fifth Third Bancorp | 18.18K | Nuovo | $399,073 | 0.0% | New | 1 | SEC ↗ |
| 49 | Susquehanna International Group, Llp | 16.41K | +69.0% | $360,156 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Mariner, LLC | 10.19K | Nuovo | $223,637 | 0.0% | New | 1 | SEC ↗ |
| 51 | Franklin Resources Inc | 3.47K | 0.0% | $76,211 | 0.0% | Held | 2 | SEC ↗ |
| 52 | Franklin Resources Inc | 3.47K | 0.0% | $76,211 | 0.0% | Held | 2 | SEC ↗ |
| 53 | Bank Of Montreal /Can/ | 2.46K | -71.7% | $53,997 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Bank Of Montreal /Can/ | 2.46K | -71.7% | $53,997 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Northwestern Mutual Wealth… | 1.09K | -24.2% | $23,838 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Fidelity (FMR) ✦ | 868 | -38.9% | $19,058 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 57 | Rockefeller Capital Management L.P. | 406 | +37.6% | $8,911 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Rockefeller Capital Management L.P. | 406 | +37.6% | $8,911 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Bnp Paribas Financial Markets | 100 | +185.7% | $2,195 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Cwm, Llc | 77 | -36.4% | $1,690 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Simplex Trading, Llc | 51 | Nuovo | $1,119 | 0.0% | New | 1 | SEC ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| Focus Partners Wealth | $1.36M | 0.0% |
| Hrt Financial Lp | $1.01M | 0.0% |
| Fifth Third Bancorp | $399,073 | 0.0% |
| Mariner, LLC | $223,637 | 0.0% |
| Simplex Trading, Llc | $1,119 | 0.0% |
Uscito
| Goldman Sachs Group | $14.10M | era 0.0% |
| Citadel Advisors | $971,449 | era 0.0% |
| Truist Financial Corp | $277,817 | era 0.0% |
| Wealth Enhancement Advisory… | $236,364 | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 157 detentori, 39.23M azioni, $854.69M dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Frequentemente co-detenuti
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.
Provenienza: Proprietà ricavata dalle posizioni in azioni ordinarie 13F analizzate (universo monitorato, set comparabili per le variazioni); righe insider dai Moduli 3/4/5; partecipazioni dagli Schedule 13D/13G; ogni filing rimanda all'originale su SEC EDGAR.
Periodo di rendicontazione: Q1 2026 ·
Metodologia ·
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