FNK
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +15.0% ·
aandelenstroom +4.6% ·
netto nieuwe posities +13.0%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | -2 | 1.07M | $65.35M | +1 | −4 |
| Q1 2026 | 23 | +3 | 1.02M | $58.45M | +5 | −2 |
| Q4 2025 | 20 | 0 | 979.27K | $54.50M | +1 | −1 |
| Q3 2025 | 3 | 0 | 275.06K | $15.20M | n/a | n/a |
| Q2 2025 | 2 | -1 | 29.06K | $1.50M | n/a | −1 |
| Q1 2025 | 2 | +1 | 39.25K | $1.98M | +1 | n/a |
| Q4 2024 | 1 | 0 | 26.65K | $1.43M | n/a | n/a |
| Q3 2024 | 1 | 0 | 10.18K | $554,767 | n/a | n/a |
| Q2 2024 | 1 | n/a | 37.71K | $1.92M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 258.61K | +9.4% | $14.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 235.56K | -0.2% | $13.44M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 137.59K | +4.0% | $7.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 105.57K | +17.3% | $6.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 58.78K | +9.9% | $3.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | UBS Group AG | 51.14K | -1.1% | $2.92M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Osaic Holdings, Inc. | 50.44K | -1.6% | $2.88M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Jones Financial Companies Lllp | 37.13K | +0.9% | $2.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Susquehanna International Group, Llp | 27.84K | -6.8% | $1.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 22.95K | -0.2% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 16.41K | +1.6% | $936,823 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 6.60K | Nieuw | $376,522 | 0.0% | New | 1 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 5.13K | Nieuw | $292,640 | 0.0% | New | 1 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 4.42K | +5.6% | $252,326 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 2.89K | +0.5% | $164,925 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 1.29K | +130.2% | $73,455 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | UBS AM, a distinct business unit of… | 807 | Nieuw | $46,060 | 0.0% | New | 1 | SEC ↗ |
| 18 | Bank Of Montreal /Can/ | 568 | Nieuw | $32,418 | 0.0% | New | 1 | SEC ↗ |
| 19 | Us Bancorp \De\ | 371 | +44.9% | $21,175 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Fifth Third Bancorp | 272 | Nieuw | $15,524 | 0.0% | New | 1 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 158 | 0.0% | $9,018 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Russell Investments Group, Ltd. | 24 | 0.0% | $1,370 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 3 | 0.0% | $171 | 0.0% | Held | 4 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Citadel Advisors | $376,522 | 0.0% |
| HighTower Advisors, LLC | $292,640 | 0.0% |
| UBS AM, a distinct business… | $46,060 | 0.0% |
| Bank Of Montreal /Can/ | $32,418 | 0.0% |
| Fifth Third Bancorp | $15,524 | 0.0% |
Verlaten
| Stifel Financial Corp | $587,973 | was 0.0% |
| Two Sigma Investments | $200,335 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 59 houders, 2.57M aandelen, $145.46M 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 het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.