Registro do valor mobiliário · trimestre arquivado

CWBC

nome aguardando ingestão de perfil

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024

62Detentores rastreados

+4Δ titulares

7.30MAções mantidas

$170.11MValor reportado

+9Novas posições

−5Saídas

Strongly Rising 7 trimestres de alta nas ações rastreadas ●●●●●● Como estes valores são calculados → Explicar isso no Research Desk →

Dados de momentum (gestores comparáveis): amplitude de detentores +6.9% · fluxo de ações +13.5% · novas posições líquidas +6.5% · fórmula
Acumulação ampla: ações crescentes entre mais detentores

Todos os dados de participação: apenas gestores 13F rastreados, posições em ações ordinárias, período de referência Q1 2026

Participação ao longo do tempo

Trimestre	Detentores	Δ	Ações	Valor reportado	Novo	Saídas
Q2 2026	64	+4	12.10M	$324.89M	+8	−4
Q1 2026	62	+4	7.30M	$170.11M	+9	−5
Q4 2025	58	+3	6.63M	$149.17M	+4	−1
Q3 2025	14	0	4.21M	$87.79M	+1	−1
Q2 2025	11	+1	3.72M	$72.48M	+1	n/a
Q1 2025	7	0	962.41K	$17.79M	+1	−1
Q4 2024	7	0	868.70K	$16.83M	n/a	n/a
Q3 2024	6	+1	602.18K	$11.60M	+1	n/a
Q2 2024	5	n/a	586.20K	$10.85M	n/a	n/a

Número de detentores

Quem detém · Q1 2026

#	Gestor	Ações	Δ ações	Valor	Seu peso		Detido
1	BlackRock ✦ (passivo)	1.89M	+14.5%	$44.02M	0.0%	▲ Add	4	SEC ↗ ×8
2	Dimensional Fund Advisors Lp	840.45K	+4.7%	$19.58M	0.0%	▲ Add	2	SEC ↗ ×4
3	Vanguard Capital Management Llc	744.69K	n/a	$17.35M	0.0%	n/c	1	SEC ↗
4	Geode Capital Management ✦ (passivo)	396.50K	+1.5%	$9.24M	0.0%	▲ Add	8	SEC ↗ ×2
5	State Street Global Advisors ✦ (passivo)	341.18K	+2.0%	$7.95M	0.0%	▲ Add	6	SEC ↗
6	Manufacturers Life Insurance…	338.92K	-1.4%	$7.90M	0.0%	▼ Trim	2	SEC ↗
7	American Century Companies Inc	331.05K	+49.6%	$7.71M	0.0%	▲ Add	2	SEC ↗
8	Wellington Management ✦	302.80K	+83.9%	$7.06M	0.0%	▲ Add	8	SEC ↗ ×2
9	Fidelity (FMR) ✦	296.94K	-2.6%	$6.92M	0.0%	▼ Trim	4	SEC ↗ ×2
10	Hotchkis & Wiley Capital Management…	276.06K	Novo	$6.43M	0.0%	New	1	SEC ↗
11	Renaissance Technologies ✦	143.71K	-13.9%	$3.35M	0.0%	▼ Trim	8	SEC ↗
12	Northern Trust Corp	143.06K	+5.0%	$3.33M	0.0%	▲ Add	2	SEC ↗ ×3
13	Morgan Stanley ✦	96.96K	+22.3%	$2.26M	0.0%	▲ Add	3	SEC ↗ ×7
14	Goldman Sachs Group ✦	83.77K	+18.4%	$1.95M	0.0%	▲ Add	3	SEC ↗ ×2
15	First Trust Advisors Lp	80.89K	+31.6%	$1.88M	0.0%	▲ Add	2	SEC ↗
16	Sei Investments Co	70.98K	+159.1%	$1.65M	0.0%	▲ Add	2	SEC ↗ ×2
17	Arrowstreet Capital ✦	70.81K	+90.6%	$1.65M	0.0%	▲ Add	3	SEC ↗
18	AQR Capital Management ✦	68.01K	+21.3%	$1.58M	0.0%	▲ Add	4	SEC ↗ ×6
19	Qube Research & Technologies Ltd	65.01K	+210.7%	$1.51M	0.0%	▲ Add	2	SEC ↗
20	Bank of New York Mellon Corp	61.16K	-0.5%	$1.42M	0.0%	▼ Trim	2	SEC ↗ ×3
21	Connor, Clark & Lunn Investment…	56.41K	+24.3%	$1.31M	0.0%	▲ Add	2	SEC ↗
22	Victory Capital Management Inc	45.00K	0.0%	$1.05M	0.0%	Held	2	SEC ↗
23	Bank Of America Corp /De/	43.13K	+14.2%	$1.00M	0.0%	▲ Add	2	SEC ↗
24	Charles Schwab Investment…	42.58K	-11.6%	$992,184	0.0%	▼ Trim	2	SEC ↗
25	Barclays Plc	40.69K	-39.0%	$947,961	0.0%	▼ Trim	2	SEC ↗ ×2
26	Creative Planning	39.15K	Novo	$912,288	0.0%	New	1	SEC ↗
27	Principal Financial Group Inc	33.52K	Novo	$780,992	0.0%	New	1	SEC ↗ ×2
28	Mercer Global Advisors Inc /Adv	32.64K	+10.1%	$760,535	0.0%	▲ Add	2	SEC ↗
29	Invesco Ltd.	28.36K	+8.6%	$660,742	0.0%	▲ Add	2	SEC ↗ ×3
30	Quantinno Capital Management LP	26.13K	+33.2%	$608,829	0.0%	▲ Add	2	SEC ↗
31	Ameriprise Financial Inc	25.40K	Novo	$591,820	0.0%	New	1	SEC ↗
32	UBS Group AG	25.08K	+184.7%	$584,271	0.0%	▲ Add	2	SEC ↗ ×2
33	Prudential Financial Inc	22.65K	Novo	$527,745	0.0%	New	1	SEC ↗ ×2
34	Nuveen, LLC	22.19K	0.0%	$516,934	0.0%	Held	2	SEC ↗ ×2
35	Hsbc Holdings Plc	21.14K	-53.9%	$491,833	0.0%	▼ Trim	2	SEC ↗
36	Rhumbline Advisers	21.06K	+1.4%	$490,597	0.0%	▲ Add	2	SEC ↗
37	Susquehanna International Group, Llp	17.74K	Novo	$413,365	0.0%	New	1	SEC ↗
38	Franklin Resources Inc	14.15K	+26.1%	$329,812	0.0%	▲ Add	2	SEC ↗
39	Deutsche Bank Ag\	12.69K	0.0%	$295,561	0.0%	Held	2	SEC ↗
40	Wells Fargo & Company/Mn	11.66K	-54.8%	$271,675	0.0%	▼ Trim	2	SEC ↗ ×3
41	T. Rowe Price ✦	11.32K	+13.7%	$264,000	0.0%	▲ Add	2	SEC ↗
42	Citadel Advisors ✦	10.03K	-86.3%	$233,629	0.0%	▼ Trim	2	SEC ↗ ×2
43	MIRAE ASSET GLOBAL ETFS HOLDINGS…	8.07K	+4.1%	$188,124	0.0%	▲ Add	2	SEC ↗
44	Bnp Paribas Financial Markets	7.67K	+1.4%	$178,758	0.0%	▲ Add	2	SEC ↗
45	JPMorgan Chase ✦	7.48K	-64.2%	$170,252	0.0%	▼ Trim	3	SEC ↗ ×4
46	New York State Common Retirement…	6.03K	0.0%	$140,569	0.0%	Held	2	SEC ↗
47	Citigroup Inc	5.52K	-54.3%	$128,569	0.0%	▼ Trim	2	SEC ↗ ×2
48	Cwm, Llc	4.84K	+29.4%	$112,865	0.0%	▲ Add	2	SEC ↗
49	Pnc Financial Services Group, Inc.	4.19K	+56.3%	$97,581	0.0%	▲ Add	2	SEC ↗ ×3
50	Us Bancorp \De\	2.92K	+0.5%	$68,013	0.0%	▲ Add	2	SEC ↗
51	Simplex Trading, Llc	2.68K	Novo	$62,397	0.0%	New	1	SEC ↗
52	Russell Investments Group, Ltd.	1.97K	-5.4%	$45,885	0.0%	▼ Trim	2	SEC ↗ ×2
53	Legal & General Group Plc	1.46K	-4.2%	$34,088	0.0%	▼ Trim	2	SEC ↗
54	California State Teachers…	906	-12.0%	$21,110	0.0%	▼ Trim	2	SEC ↗
55	Osaic Holdings, Inc.	712	-2.1%	$16,590	0.0%	▼ Trim	2	SEC ↗
56	Royal Bank Of Canada	638	-37.5%	$15,000	0.0%	▼ Trim	2	SEC ↗ ×2
57	Rockefeller Capital Management L.P.	539	Novo	$12,559	0.0%	New	1	SEC ↗
58	UBS AM, a distinct business unit of…	379	+178.7%	$8,831	0.0%	▲ Add	2	SEC ↗
59	Optiver Holding B.V.	164	+32.3%	$3,821	0.0%	▲ Add	2	SEC ↗
60	Jones Financial Companies Lllp	132	+13.8%	$2,987	0.0%	▲ Add	2	SEC ↗
61	Fifth Third Bancorp	91	Novo	$2,120	0.0%	New	1	SEC ↗
62	Assetmark, Inc	9	0.0%	$210	0.0%	Held	2	SEC ↗

"Peso no portfolio" = a participação da posição no valor de renda variável 13F reportado pelo gestor: a medida de convicção. ✦ = gestor curado.

Novos compradores

Hotchkis & Wiley Capital…	$6.43M	0.0%
Creative Planning	$912,288	0.0%
Principal Financial Group Inc	$780,992	0.0%
Ameriprise Financial Inc	$591,820	0.0%
Prudential Financial Inc	$527,745	0.0%
Susquehanna International…	$413,365	0.0%
Simplex Trading, Llc	$62,397	0.0%
Rockefeller Capital…	$12,559	0.0%
Fifth Third Bancorp	$2,120	0.0%

Encerrado

Marshall Wace	$1.13M	era 0.0%
Point72 Asset Management	$993,893	era 0.0%
Jane Street Group, Llc	$521,437	era 0.0%
Millennium Management	$251,168	era 0.0%
Alliancebernstein L.P.	$206,550	era 0.0%

Contexto de mercado completo: entre TODOS os filers 13F (dados estruturados da SEC, Q1 2026): 125 detentores, 11.19M ações, $257.17M reportado. Este é um período diferente e mais antigo do que os dados do universo rastreado acima, e os dois nunca são combinados.

Frequentemente detidos em conjunto

O que os detentores rastreados deste título mais frequentemente também detêm: contagens de propriedade compartilhada, não relações fundamentais.

MSFT62titulares compartilhados BLBD62titulares compartilhados WFC62titulares compartilhados LAUR62titulares compartilhados CCL62titulares compartilhados

Transações de insiders

Compras no mercado aberto (P)

Aug 31 CAGLE DAWN M

Officer · EXECUTIVE VICE… · 188 ações @ 21.51 · $4,044

Aug 31 LIVINGSTON SHANNON R

Officer · EXECUTIVE VICE… · 107 ações @ 21.51 · $2,302

Aug 21 LOKEY JAMES W

Director · 54 ações @ 25.92 · $1,406

Aug 21 STOVESAND KIRK

Director · 255 ações @ 26.10 · $6,656

Aug 10 GILL JAGROOP

Director · 4.77K ações @ 24.88 · $118,678

Vendas no mercado aberto (S)

Nenhuma venda direta no mercado por insiders em nossa janela de cobertura.

Prêmios, exercícios e retenção fiscal nunca são contabilizados como compras ou vendas aqui. Metodologia

Participação beneficiária

Oct 08 SC 13G: DIMENSIONAL FUND ADVISORS LP

Ver filing original na SEC ↗

Aug 14 SC 13G/A: Fourthstone LLC