NFJ
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.4% ·
aandelenstroom -3.3% ·
netto nieuwe posities 0.0%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 10.39M | -2.9% | $157.79M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 2 | Bank Of America Corp /De/ | 2.49M | -5.2% | $37.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Allspring Global Investments… | 1.74M | +3.9% | $26.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Stifel Financial Corp | 1.25M | +1.8% | $18.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Invesco Ltd. | 1.15M | -5.6% | $17.42M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Focus Partners Wealth | 927.67K | -3.0% | $14.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 745.66K | +1.2% | $11.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 500.10K | -1.8% | $7.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 437.67K | 0.0% | $6.65M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 10 | Wells Fargo & Company/Mn | 379.84K | -3.1% | $5.77M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | UBS Group AG | 270.33K | +5.8% | $4.11M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 12 | Capstone Investment Advisors, Llc | 253.67K | -51.8% | $3.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 192.04K | +13.7% | $2.92M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Creative Planning | 182.43K | -2.9% | $2.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 50.91K | +4.1% | $773,310 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Baird Financial Group, Inc. | 47.50K | -15.8% | $721,469 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 46.05K | -0.3% | $697,688 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Mariner, LLC | 43.06K | +20.4% | $654,136 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 40.12K | -3.7% | $609,426 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Cetera Investment Advisers | 29.50K | -21.3% | $448,188 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Fifth Third Bancorp | 27.45K | +0.9% | $417,026 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Truist Financial Corp | 15.60K | Nieuw | $236,953 | 0.0% | New | 1 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 15.43K | +6.0% | $234,327 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 14.42K | -67.9% | $219,025 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Goldman Sachs Group ✦ | 10.07K | Nieuw | $152,994 | 0.0% | New | 1 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 7.21K | +0.8% | $109,567 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 27 | Northwestern Mutual Wealth… | 5.65K | -0.8% | $85,793 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | TD Waterhouse Canada Inc. | 1.80K | 0.0% | $27,360 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 170 | Nieuw | $2,545 | 0.0% | New | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 27 | +2600.0% | $410 | 0.0% | ▲ Add | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Truist Financial Corp | $236,953 | 0.0% |
| Goldman Sachs Group | $152,994 | 0.0% |
| Jones Financial Companies Lllp | $2,545 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $196,938 | was 0.0% |
| BlackRock | $36,619 | was 0.0% |
| JPMorgan Chase | $8,395 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 121 houders, 37.62M aandelen, $456.26M 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 · 350 aand @ 15.67 · $5,484
Open-market verkopen (S)
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Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie
2.8% van klasse · Originele SEC-indiening bekijken ↗
2.8% van klasse · Originele SEC-indiening bekijken ↗