INCO
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -4.3% ·
Aktienfluss +16.9% ·
neue Nettopositionen -4.5%
— 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 | 22 | -1 | 1.26M | $75.18M | +2 | −3 |
| Q1 2026 | 23 | 0 | 1.08M | $59.41M | +3 | −3 |
| Q4 2025 | 23 | +1 | 1.19M | $76.85M | +1 | — |
| Q3 2025 | 2 | -1 | 199.59K | $12.91M | — | −1 |
| Q2 2025 | 2 | -1 | 30.64K | $1.99M | — | −1 |
| Q1 2025 | 3 | +1 | 93.22K | $5.55M | +1 | — |
| Q4 2024 | 2 | +1 | 19.41K | $1.25M | +2 | −1 |
| Q3 2024 | 1 | -1 | 8.01K | $616,139 | — | −1 |
| Q2 2024 | 2 | — | 6.82K | $476,507 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 398.19K | -10.8% | $23.75M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 2 | JPMorgan Chase ✦ | 336.83K | +68501.4% | $19.94M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 3 | Morgan Stanley ✦ | 115.51K | -0.6% | $6.89M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 114.36K | -19.4% | $6.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 69.93K | -9.0% | $4.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Jane Street Group, Llc | 60.99K | +18.0% | $3.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 39.99K | -0.3% | $2.39M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Cetera Investment Advisers | 34.35K | +8.5% | $2.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 27.30K | +221.4% | $1.63M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Pnc Financial Services Group, Inc. | 14.51K | 0.0% | $865,299 | 0.0% | Held | 3 | SEC ↗ ×3 |
| 11 | UBS Group AG | 12.43K | -11.9% | $741,650 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 12 | Ameriprise Financial Inc | 11.78K | -4.6% | $702,876 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 7.98K | -11.3% | $476,024 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Bank Of Montreal /Can/ | 5.67K | 0.0% | $338,498 | 0.0% | Held | 3 | SEC ↗ |
| 15 | D. E. Shaw & Co. ✦ | 4.87K | -38.1% | $290,542 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 4.65K | +62.2% | $277,419 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 2.01K | -11.7% | $120,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 18 | Fidelity (FMR) ✦ | 1.01K | Neu | $60,542 | 0.0% | New | 1 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 254 | +26.4% | $15,150 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 134 | +31.4% | $7,998 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Fifth Third Bancorp | 110 | Neu | $6,561 | 0.0% | New | 1 | SEC ↗ |
| 22 | Citigroup Inc | 63 | 0.0% | $3,758 | 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
| Fidelity (FMR) | $60,542 | 0.0% |
| Fifth Third Bancorp | $6,561 | 0.0% |
Ausgestiegen
| Goldman Sachs Group | $3.62M | war 0.0% |
| Hrt Financial Lp | $1.77M | war 0.0% |
| Qube Research & Technologies… | $6,596 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 59 Inhaber, 1.76M Anteile, $93.82M 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.