证券记录 · 已归档季度
KBWR
名称等待档案录入
19被追踪持有人
+4Δ持有人
114.97K持有股份
$7.85M报告持仓市值
+7新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 +26.7% ·
股份流向 +19.1% ·
净新建仓位 +20.0%
· 公式
广泛增持：持股数量上升，持有人数量增加
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 17 | -1 | 168.92K | $10.80M | +3 | −4 |
| Q1 2026 | 19 | +4 | 114.97K | $7.85M | +7 | −3 |
| Q4 2025 | 15 | -1 | 96.52K | $6.00M | n/a | −1 |
| Q3 2025 | 2 | -1 | 18.83K | $1.14M | n/a | −1 |
| Q2 2025 | 2 | 0 | 4.10K | $236,997 | n/a | n/a |
| Q1 2025 | 1 | +1 | 4.60K | $258,336 | +1 | n/a |
| Q3 2024 | 1 | 0 | 9.02K | $511,163 | n/a | n/a |
| Q2 2024 | 1 | n/a | 13.44K | $660,142 | n/a | n/a |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Brown Advisory Inc | 25.13K | 0.0% | $1.72M | 0.0% | Held | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 20.02K | +4.0% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 15.15K | -1.9% | $1.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Jane Street Group, Llc | 13.79K | 新增 | $944,338 | 0.0% | New | 1 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 6.74K | 新增 | $461,556 | 0.0% | New | 1 | SEC ↗ |
| 6 | Corient Private Wealth LP | 6.00K | -50.0% | $390,900 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Fidelity (FMR) ✦ | 5.10K | 新增 | $349,232 | 0.0% | New | 1 | SEC ↗ |
| 8 | Two Sigma Investments ✦ | 5.00K | 新增 | $342,350 | 0.0% | New | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 4.45K | 新增 | $304,685 | 0.0% | New | 1 | SEC ↗ ×2 |
| 10 | Captrust Financial Advisors | 4.29K | 新增 | $293,531 | 0.0% | New | 1 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 3.25K | 新增 | $222,185 | 0.0% | New | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 2.23K | +0.7% | $153,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 13 | Osaic Holdings, Inc. | 1.93K | -54.9% | $132,281 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Pnc Financial Services Group, Inc. | 1.26K | 0.0% | $86,409 | 0.0% | Held | 2 | SEC ↗ |
| 15 | UBS Group AG | 296 | +355.4% | $20,267 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Blair William & Co/Il | 241 | 0.0% | $16,501 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Cwm, Llc | 49 | +2.1% | $3,329 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Russell Investments Group, Ltd. | 44 | 0.0% | $3,013 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 1 | 0.0% | $48 | 0.0% | Held | 2 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| Jane Street Group, Llc | $944,338 | 0.0% |
| Citadel Advisors | $461,556 | 0.0% |
| Fidelity (FMR) | $349,232 | 0.0% |
| Two Sigma Investments | $342,350 | 0.0% |
| Raymond James Financial Inc | $304,685 | 0.0% |
| Captrust Financial Advisors | $293,531 | 0.0% |
| Goldman Sachs Group | $222,185 | 0.0% |
已清仓
| Susquehanna International… | $624,683 | 曾为 0.0% |
| Bank Of America Corp /De/ | $367,496 | 曾为 0.0% |
| Rockefeller Capital… | $30,919 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 36 持有人, 217.38K 股份, $14.84M 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q1 2026 ·
方法论 ·
通过API获取此数据