FNK
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -13.0% ·
Aktienfluss +4.0% ·
neue Nettopositionen -15.0%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 260.75K | +0.8% | $15.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 260.75K | +0.8% | $15.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 249.49K | +5.9% | $15.30M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 249.49K | +5.9% | $15.30M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | LPL Financial LLC | 143.04K | +4.0% | $8.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Cetera Investment Advisers | 130.37K | +23.5% | $7.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 53.95K | -8.2% | $3.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 53.95K | -8.2% | $3.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | UBS Group AG | 50.79K | -0.7% | $3.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 46.84K | +68.2% | $2.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 45.77K | -9.3% | $2.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 45.77K | -9.3% | $2.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 41.81K | +12.6% | $2.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Jones Financial Companies Lllp | 41.81K | +12.6% | $2.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 16.63K | -27.5% | $1.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 15.31K | -6.8% | $938,432 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 4.33K | -2.0% | $265,651 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 2.61K | -9.5% | $160,310 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 1.29K | +0.2% | $79,029 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | UBS AM, a distinct business unit of… | 807 | 0.0% | $49,479 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Us Bancorp \De\ | 557 | +50.1% | $34,150 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 442 | +14633.3% | $27,076 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 23 | Assetmark, Inc | 317 | Neu | $19,436 | 0.0% | New | 1 | SEC ↗ |
| 24 | Fifth Third Bancorp | 266 | -2.2% | $16,309 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 158 | 0.0% | $9,687 | 0.0% | Held | 3 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Assetmark, Inc | $19,436 | 0.0% |
Ausgestiegen
| Citadel Advisors | $376,522 | war 0.0% |
| HighTower Advisors, LLC | $292,640 | war 0.0% |
| Bank Of Montreal /Can/ | $32,418 | war 0.0% |
| Russell Investments Group… | $1,370 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 59 Inhaber, 2.57M Anteile, $145.46M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.