证券记录 · 已归档季度
FNK
名称等待档案录入
23被追踪持有人
+3Δ持有人
1.02M持有股份
$58.45M报告持仓市值
+5新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +15.0% ·
股份流向 +4.6% ·
净新建仓位 +13.0%
— 公式
广泛积累 — 持股数量上升且持有人增多
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | -3 | 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 | — | — |
| Q2 2025 | 2 | -1 | 29.06K | $1.50M | — | −1 |
| Q1 2025 | 2 | +1 | 39.25K | $1.98M | +1 | — |
| Q4 2024 | 1 | 0 | 26.65K | $1.43M | — | — |
| Q3 2024 | 1 | 0 | 10.18K | $554,767 | — | — |
| Q2 2024 | 1 | — | 37.71K | $1.92M | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 258.61K | +9.4% | $14.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 258.61K | +9.4% | $14.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 235.56K | -0.2% | $13.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 235.56K | -0.2% | $13.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 137.59K | +4.0% | $7.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Cetera Investment Advisers | 105.57K | +17.3% | $6.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 58.78K | +9.9% | $3.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 58.78K | +9.9% | $3.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 51.14K | -1.1% | $2.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | UBS Group AG | 51.14K | -1.1% | $2.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 50.44K | -1.6% | $2.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 50.44K | -1.6% | $2.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 37.13K | +0.9% | $2.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Jones Financial Companies Lllp | 37.13K | +0.9% | $2.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 27.84K | -6.8% | $1.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 22.95K | -0.2% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 16.41K | +1.6% | $936,823 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 6.60K | 新增 | $376,522 | 0.0% | New | 1 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 5.13K | 新增 | $292,640 | 0.0% | New | 1 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 4.42K | +5.6% | $252,326 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 2.89K | +0.5% | $164,925 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 1.29K | +130.2% | $73,455 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | UBS AM, a distinct business unit of… | 807 | 新增 | $46,060 | 0.0% | New | 1 | SEC ↗ |
| 24 | Bank Of Montreal /Can/ | 568 | 新增 | $32,418 | 0.0% | New | 1 | SEC ↗ |
| 25 | Us Bancorp \De\ | 371 | +44.9% | $21,175 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Fifth Third Bancorp | 272 | 新增 | $15,524 | 0.0% | New | 1 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 158 | 0.0% | $9,018 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Russell Investments Group, Ltd. | 24 | 0.0% | $1,370 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 3 | 0.0% | $171 | 0.0% | Held | 4 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| 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% |
已清仓
| Stifel Financial Corp | $587,973 | 曾为 0.0% |
| Two Sigma Investments | $200,335 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 59 持有人, 2.57M 股份, $145.46M 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q1 2026 ·
方法论 ·
通过API获取此数据