FVC
Name ausstehend – Profil wird eingelesen
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
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 21 | +3 | 935.70K | $40.98M | +3 | — |
| Q1 2026 | 19 | +2 | 1.04M | $36.14M | +3 | −1 |
| Q4 2025 | 17 | 0 | 1.06M | $38.72M | — | — |
| Q3 2025 | 3 | 0 | 236.52K | $8.53M | — | — |
| Q2 2025 | 1 | -1 | 321 | $11,405 | — | −1 |
| Q1 2025 | 1 | +1 | 46.79K | $1.65M | +1 | — |
| Q3 2024 | 1 | +1 | 17.83K | $638,742 | +1 | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 223.14K | -5.2% | $8.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 223.14K | -5.2% | $8.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 183.22K | — | $6.66M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 176.76K | — | $6.43M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 176.76K | — | $6.43M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 156.49K | — | $5.69M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 156.49K | — | $5.69M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 122.54K | — | $4.46M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 122.54K | — | $4.46M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 59.43K | — | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 59.43K | — | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 49.90K | — | $1.81M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 49.90K | — | $1.81M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mariner, LLC | 24.26K | — | $882,303 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 23.27K | — | $846,000 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 18.31K | — | $665,951 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 18.31K | — | $665,951 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Jane Street Group, Llc | 14.71K | — | $534,937 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 6.76K | — | $245,992 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | TD Waterhouse Canada Inc. | 3.26K | — | $118,411 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Us Bancorp \De\ | 1.39K | — | $50,516 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Assetmark, Inc | 678 | — | $24,658 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 320 | -65.0% | $11,669 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 171 | 0.0% | $6,219 | 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
| 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): 50 Inhaber, 1.59M Anteile, $54.04M 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.