Wertpapierdatensatz · archiviertes Quartal
FINX
Name ausstehend – Profil wird eingelesen
34Erfasste Halter
0Δ Inhaber
2.32MGehaltene Aktien
$68.35MGemeldeter Wert
+0Neue Positionen
−0Ausstiege
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss -1.2% · neue Nettopositionen 0.0% — Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | 0 | 1.54M | $38.00M | +2 | −2 |
| Q1 2026 | 29 | -5 | 1.91M | $44.00M | +2 | −7 |
| Q4 2025 | 34 | 0 | 2.32M | $68.35M | — | — |
| Q3 2025 | 4 | -1 | 306.80K | $10.28M | — | −1 |
| Q2 2025 | 3 | 0 | 24.11K | $825,003 | — | — |
| Q1 2025 | 2 | 0 | 38.18K | $1.05M | — | — |
| Q4 2024 | 2 | -2 | 17.48K | $545,757 | — | −2 |
| Q3 2024 | 4 | +2 | 57.51K | $1.61M | +2 | — |
| Q2 2024 | 2 | — | 35.17K | $884,933 | — | — |
Wer es hält · Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 703.59K | — | $20.71M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 703.59K | — | $20.71M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 703.59K | — | $20.71M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 298.28K | — | $8.78M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 267.16K | -8.8% | $7.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 267.16K | -8.8% | $7.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 267.16K | -8.8% | $7.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 267.16K | -8.8% | $7.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 161.18K | — | $4.74M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 141.90K | — | $4.18M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | UBS Group AG | 141.90K | — | $4.18M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 141.90K | — | $4.18M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 111.52K | — | $3.28M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 111.52K | — | $3.28M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mirae Asset Global Investments Co.… | 90.00K | — | $2.65M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 87.98K | — | $2.59M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 87.98K | — | $2.59M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 87.54K | — | $2.58M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cetera Investment Advisers | 85.47K | — | $2.52M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Citigroup Inc | 34.62K | — | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 33.70K | — | $991,820 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 33.20K | — | $977,160 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Royal Bank Of Canada | 32.92K | — | $969,000 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Royal Bank Of Canada | 32.92K | — | $969,000 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Royal Bank Of Canada | 32.92K | — | $969,000 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 24.06K | — | $708,145 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 19.81K | — | $582,891 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 19.81K | — | $582,891 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 19.81K | — | $582,891 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 19.81K | — | $582,891 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Stifel Financial Corp | 18.14K | — | $533,773 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Stifel Financial Corp | 18.14K | — | $533,773 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Wealthfront Advisers LLC | 15.96K | — | $469,644 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Hrt Financial Lp | 14.24K | — | $419,000 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 11.22K | — | $330,657 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Osaic Holdings, Inc. | 11.22K | — | $330,657 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Osaic Holdings, Inc. | 11.22K | — | $330,657 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Commonwealth Equity Services, Llc | 10.84K | — | $318,900 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Jane Street Group, Llc | 10.62K | — | $312,694 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | D. E. Shaw & Co. ✦ | 8.19K | 0.0% | $241,032 | 0.0% | Held | 6 | SEC ↗ |
| 41 | Creative Planning | 7.66K | — | $225,522 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Rockefeller Capital Management L.P. | 4.33K | — | $127,349 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 1.86K | -50.0% | $54,887 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 1.86K | -50.0% | $54,887 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 1.86K | -50.0% | $54,887 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Us Bancorp \De\ | 1.72K | — | $50,472 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | National Bank Of Canada /Fi/ | 1.59K | — | $46,589 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Northwestern Mutual Wealth… | 1.20K | — | $35,198 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Fidelity (FMR) ✦ | 1.00K | -46.4% | $29,523 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Qube Research & Technologies Ltd | 409 | — | $12,037 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Russell Investments Group, Ltd. | 289 | — | $8,505 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Simplex Trading, Llc | 108 | — | $3,178 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | TD Waterhouse Canada Inc. | 55 | — | $1,613 | 0.0% | n/c | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 78 Inhaber, 2.54M Anteile, $57.67M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Häufig gemeinsam gehalten
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.
Herkunft: Beteiligung aus geparsten 13F-Common-Stock-Positionen (verfolgte Grundgesamtheit, vergleichbare Sets für Veränderungen); Insider-Zeilen aus Formularen 3/4/5; Beteiligungen aus Schedules 13D/13G; jede Einreichung verlinkt auf das Original auf SEC EDGAR.
Berichtszeitraum: Q4 2025 ·
Methodik ·
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