PALC
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss -0.1% · neue Nettopositionen 0.0% — Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | -1 | 1.03M | $61.44M | +2 | −3 |
| Q1 2026 | 22 | 0 | 1.25M | $64.55M | +2 | −2 |
| Q4 2025 | 22 | 0 | 1.23M | $64.12M | — | — |
| Q3 2025 | 5 | +1 | 156.26K | $8.09M | +1 | — |
| Q2 2025 | 1 | -1 | 871 | $43,039 | — | −1 |
| Q1 2025 | 1 | 0 | 35.72K | $1.71M | — | — |
| Q4 2024 | 1 | 0 | 16.25K | $799,985 | — | — |
| Q3 2024 | 1 | 0 | 36.69K | $1.82M | — | — |
| Q2 2024 | 1 | — | 34.19K | $1.66M | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 406.72K | — | $21.25M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Northwestern Mutual Wealth… | 205.90K | — | $10.76M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 183.23K | — | $9.57M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Goldman Sachs Group ✦ | 103.43K | +41.6% | $5.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 76.42K | — | $3.99M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Creative Planning | 42.49K | — | $2.22M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 38.85K | — | $2.03M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Wealth Enhancement Advisory… | 33.09K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 30.06K | -48.2% | $1.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 26.69K | — | $1.39M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Cetera Investment Advisers | 22.29K | — | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Jane Street Group, Llc | 14.59K | — | $762,391 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 12.43K | -16.8% | $649,082 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 8.54K | -9.2% | $446,338 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Envestnet Asset Management Inc | 8.34K | — | $435,892 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Truist Financial Corp | 6.54K | — | $341,545 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Citigroup Inc | 2.67K | — | $139,272 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | UBS Group AG | 2.18K | — | $114,092 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 825 | -2.6% | $43,073 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Cwm, Llc | 441 | — | $23,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Assetmark, Inc | 387 | — | $20,217 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 77 | — | $4,022 | 0.0% | n/c | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 73 Inhaber, 3.19M Anteile, $154.05M 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.