HWBK
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -5.0% ·
aandelenstroom -1.6% ·
netto nieuwe posities -5.3%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 37 | +1 | 1.31M | $51.56M | +2 | −1 |
| Q1 2026 | 38 | -2 | 1.25M | $42.00M | n/a | −2 |
| Q4 2025 | 40 | 0 | 1.34M | $46.61M | +1 | −1 |
| Q3 2025 | 13 | +1 | 935.44K | $29.05M | +1 | n/a |
| Q2 2025 | 9 | +1 | 879.64K | $25.64M | +1 | n/a |
| Q1 2025 | 6 | 0 | 234.60K | $6.63M | n/a | n/a |
| Q4 2024 | 6 | +1 | 165.41K | $4.70M | +1 | n/a |
| Q3 2024 | 4 | +1 | 122.13K | $3.06M | +1 | n/a |
| Q2 2024 | 3 | n/a | 111.34K | $2.20M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passief) | 310.67K | +3.3% | $10.47M | 0.0% | ▲ Add | 4 | SEC ↗ ×6 |
| 2 | Vanguard Capital Management Llc | 246.19K | n/a | $8.29M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Dimensional Fund Advisors Lp | 158.33K | +1.6% | $5.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 4 | Geode Capital Management ✦ (passief) | 136.80K | -2.0% | $4.61M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 5 | State Street Global Advisors ✦ (passief) | 83.01K | +5.5% | $2.81M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 6 | Northern Trust Corp | 43.84K | +9.1% | $1.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Renaissance Technologies ✦ | 34.84K | -6.3% | $1.17M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 8 | Mercer Global Advisors Inc /Adv | 32.45K | +0.1% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 25.42K | -17.4% | $856,434 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | American Century Companies Inc | 20.60K | 0.0% | $694,115 | 0.0% | Held | 2 | SEC ↗ |
| 11 | Arrowstreet Capital ✦ | 15.61K | 0.0% | $525,766 | 0.0% | Held | 4 | SEC ↗ |
| 12 | Charles Schwab Investment… | 14.57K | -11.1% | $490,762 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Alliancebernstein L.P. | 13.17K | -16.1% | $459,335 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 13.47K | +16.6% | $453,703 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 15 | Bank of New York Mellon Corp | 12.94K | -6.1% | $435,901 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 16 | T. Rowe Price ✦ | 12.28K | +12.3% | $414,000 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 17 | Hsbc Holdings Plc | 9.61K | -30.5% | $334,516 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Focus Partners Wealth | 9.24K | 0.0% | $311,194 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Creative Planning | 7.96K | -0.8% | $268,038 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Nuveen, LLC | 7.50K | 0.0% | $252,843 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Rhumbline Advisers | 6.92K | -0.4% | $233,094 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Deutsche Bank Ag\ | 6.13K | +31.4% | $206,520 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 4.73K | -39.5% | $159,364 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 24 | Barclays Plc | 4.61K | -57.3% | $155,209 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 25 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 2.76K | +2.5% | $93,085 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | New York State Common Retirement… | 2.42K | 0.0% | $81,530 | 0.0% | Held | 2 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 2.34K | -23.1% | $80,543 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 28 | Wells Fargo & Company/Mn | 2.17K | -66.7% | $73,217 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 29 | Bnp Paribas Financial Markets | 1.42K | +8.9% | $47,941 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | UBS Group AG | 1.00K | +19.8% | $33,690 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 31 | Russell Investments Group, Ltd. | 703 | +4.0% | $23,683 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 32 | Legal & General Group Plc | 527 | 0.0% | $17,755 | 0.0% | Held | 2 | SEC ↗ |
| 33 | California State Teachers… | 314 | -11.8% | $10,579 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Citigroup Inc | 276 | +104.4% | $9,298 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 35 | Cwm, Llc | 187 | -7.0% | $6,300 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Royal Bank Of Canada | 189 | -39.4% | $6,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 95 | +2.1% | $3,201 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 5 | 0.0% | $168 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Two Sigma Investments | $228,673 | was 0.0% |
| Bank Of America Corp /De/ | $159,960 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 64 houders, 2.12M aandelen, $71.10M 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.
Open-market aankopen (P)
Director · 654 aand @ 38.20 · $25,000
Director · 645 aand @ 38.75 · $25,000
Open-market verkopen (S)
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