Security record · archived quarter
JW-B
name pending profile ingest
9Tracked holders
0Δ holders
150.90KShares held
$4.65MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +12.3% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 8 | 0 | 130.97K | $6.13M | n/a | n/a |
| Q1 2026 | 8 | -1 | 131.28K | $4.97M | n/a | −1 |
| Q4 2025 | 9 | 0 | 150.90K | $4.65M | n/a | n/a |
| Q3 2025 | 4 | 0 | 93.34K | $3.76M | n/a | n/a |
| Q2 2025 | 3 | 0 | 27.80K | $1.26M | n/a | n/a |
| Q1 2025 | 1 | 0 | 10.11K | $451,109 | n/a | n/a |
| Q4 2024 | 1 | 0 | 8.98K | $391,901 | n/a | n/a |
| Q3 2024 | 1 | 0 | 9.61K | $464,321 | n/a | n/a |
| Q2 2024 | 1 | n/a | 9.61K | $388,097 | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 65.01K | 0.0% | $1.98M | 0.0% | Held | 2 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passive) | 34.09K | +93.6% | $1.07M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | Royal Bank Of Canada | 27.95K | n/a | $864,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Geode Capital Management ✦ (passive) | 10.66K | 0.0% | $329,477 | 0.0% | Held | 7 | SEC ↗ ×2 |
| 5 | Neuberger Berman Group LLC | 10.16K | n/a | $309,880 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | UBS Group AG | 2.90K | n/a | $88,450 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 62 | n/a | $1,891 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | BlackRock ✦ (passive) | 62 | 0.0% | $1,891 | 0.0% | Held | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 0 | n/a | $11 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 16 holders, 226.96K shares, $8.57M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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