CSB
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +2.4% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | -1 | 725.48K | $47.59M | +1 | −2 |
| Q1 2026 | 24 | +1 | 883.05K | $54.53M | +3 | −2 |
| Q4 2025 | 23 | 0 | 832.69K | $48.80M | +1 | −1 |
| Q3 2025 | 7 | 0 | 61.04K | $3.61M | +1 | −1 |
| Q2 2025 | 4 | 0 | 43.60K | $2.42M | — | — |
| Q1 2025 | 3 | 0 | 48.66K | $2.79M | — | — |
| Q4 2024 | 3 | 0 | 32.38K | $1.92M | — | — |
| Q3 2024 | 3 | 0 | 41.81K | $2.46M | — | — |
| Q2 2024 | 3 | — | 27.07K | $1.45M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 265.99K | — | $15.59M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 265.99K | — | $15.59M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 265.99K | — | $15.59M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | UBS Group AG | 119.72K | — | $7.02M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | UBS Group AG | 119.72K | — | $7.02M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 91.68K | — | $5.37M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cwm, Llc | 91.08K | — | $5.34M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Rockefeller Capital Management L.P. | 82.44K | — | $4.83M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 45.35K | +50.6% | $2.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 33.09K | — | $1.94M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 25.54K | — | $1.50M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 25.54K | — | $1.50M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Two Sigma Investments ✦ | 16.00K | -1.2% | $937,790 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 15.72K | — | $921,128 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 11.47K | Nieuw | $672,278 | 0.0% | New | 1 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 7.40K | — | $433,638 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mariner, LLC | 7.04K | — | $412,495 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Stifel Financial Corp | 6.38K | — | $374,059 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 6.38K | — | $374,059 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 5.88K | -7.6% | $344,842 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 5.88K | -7.6% | $344,842 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 5.88K | -7.6% | $344,842 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 4.64K | — | $271,901 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 1.66K | — | $97,270 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 1.05K | -42.0% | $61,484 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | BlackRock ✦ (passief) | 323 | 0.0% | $18,952 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Royal Bank Of Canada | 135 | — | $8,000 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 99 | +330.4% | $5,817 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Assetmark, Inc | 5 | — | $293 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 1 | — | $36 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Citadel Advisors | $672,278 | 0.0% |
Verlaten
| D. E. Shaw & Co. | $367,089 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 57 houders, 1.36M aandelen, $83.55M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.