CGIB
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -5.0% ·
Aktienfluss +27.9% ·
neue Nettopositionen -5.3%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | -1 | 5.67M | $144.81M | +1 | −2 |
| Q1 2026 | 21 | +7 | 4.44M | $111.93M | +8 | −1 |
| Q4 2025 | 14 | +1 | 2.52M | $63.97M | +1 | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 2.85M | +54.3% | $72.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 2.85M | +54.3% | $72.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 1.41M | +24.4% | $36.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 256.36K | -56.2% | $6.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Assetmark, Inc | 164.71K | +48.6% | $4.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 153.23K | +49.2% | $3.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 153.23K | +49.2% | $3.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Cetera Investment Advisers | 125.72K | +45.4% | $3.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 124.49K | +20.0% | $3.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Sei Investments Co | 112.99K | +26.5% | $2.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 109.39K | +0.6% | $2.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 109.39K | +0.6% | $2.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Stifel Financial Corp | 107.86K | +189.3% | $2.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Stifel Financial Corp | 107.86K | +189.3% | $2.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Capital International Investors | 90.92K | +50.7% | $2.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 62.92K | +35.9% | $1.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 31.59K | +168.6% | $806,601 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 31.59K | +168.6% | $806,601 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 25.59K | +79.1% | $653,236 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Raymond James Financial Inc | 25.59K | +79.1% | $653,236 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Fifth Third Bancorp | 11.62K | +38.5% | $296,710 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Jane Street Group, Llc | 10.66K | -75.5% | $272,150 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 9.18K | -67.5% | $234,263 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 8.74K | Neu | $222,241 | 0.0% | New | 1 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 36 | 0.0% | $919 | 0.0% | Held | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Wealth Enhancement Advisory… | $222,241 | 0.0% |
Ausgestiegen
| Mariner, LLC | $219,040 | war 0.0% |
| UBS Group AG | $49,890 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 55 Inhaber, 9.00M Anteile, $219.34M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.