证券记录 · 已归档季度
CAF
名称等待档案录入
14被追踪持有人
-1Δ持有人
4.12M持有股份
$72.10M报告持仓市值
+2新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 -6.7% ·
股份流向 -0.4% ·
净新建仓位 -7.1%
— 公式
广泛派发 — 持股数量下降且持有人减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 12 | -2 | 3.18M | $66.87M | +1 | −3 |
| Q1 2026 | 14 | -1 | 4.12M | $72.10M | +2 | −3 |
| Q4 2025 | 15 | +1 | 4.13M | $71.78M | +1 | — |
| Q3 2025 | 1 | — | 56.48K | $940,419 | — | — |
| Q1 2025 | 1 | +1 | 11.83K | $154,776 | +1 | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Lazard Asset Management Llc | 1.93M | -18.6% | $33.75M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | Allspring Global Investments… | 1.85M | +10.3% | $32.34M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of Montreal /Can/ | 175.00K | 新增 | $3.06M | 0.0% | New | 1 | SEC ↗ |
| 4 | UBS Group AG | 84.08K | +5119.3% | $1.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | UBS Group AG | 84.08K | +5119.3% | $1.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 29.75K | +6.5% | $520,578 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 29.75K | +6.5% | $520,578 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 27.46K | +10.7% | $481,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 27.46K | +10.7% | $481,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 13.51K | +3.3% | $236,460 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 13.51K | +3.3% | $236,460 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Pnc Financial Services Group, Inc. | 6.52K | -14.4% | $114,030 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 3.46K | +20.8% | $60,627 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Fifth Third Bancorp | 2.23K | 新增 | $39,025 | 0.0% | New | 1 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 800 | 0.0% | $14,000 | 0.0% | Held | 2 | SEC ↗ |
| 16 | National Bank Of Canada /Fi/ | 500 | 0.0% | $8,750 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Us Bancorp \De\ | 357 | 0.0% | $6,248 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 157 | 0.0% | $2,754 | 0.0% | Held | 2 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Bank Of Montreal /Can/ | $3.06M | 0.0% |
| Fifth Third Bancorp | $39,025 | 0.0% |
已清仓
| Osaic Holdings, Inc. | $161,748 | 曾为 0.0% |
| Bank Of America Corp /De/ | $7,465 | 曾为 0.0% |
| JPMorgan Chase | $4,305 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 31 持有人, 12.79M 股份, $221.87M 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q1 2026 ·
方法论 ·
通过API获取此数据