PAVM
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares -30.0% ·
flujo de acciones -30.0% ·
nuevas posiciones netas -20.0%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 12 | +1 | 448.63K | $2.66M | +2 | −1 |
| Q1 2026 | 12 | -8 | 44.37K | $450,310 | — | −8 |
| Q4 2025 | 20 | 0 | 1.85M | $410,487 | — | — |
| Q3 2025 | 6 | 0 | 403.52K | $174,576 | — | — |
| Q2 2025 | 4 | -1 | 263.69K | $158,277 | — | −1 |
| Q1 2025 | 3 | 0 | 155.25K | $82,147 | — | — |
| Q4 2024 | 3 | 0 | 143.22K | $63,391 | — | — |
| Q3 2024 | 2 | 0 | 125.19K | $102,407 | — | — |
| Q2 2024 | 2 | — | 115.84K | $60,869 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | First Manhattan Co. Llc. | 23.80K | 0.0% | $241,621 | 0.0% | Held | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 11.78K | +109.3% | $119,544 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 11.78K | +109.3% | $119,544 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 4 | Vanguard Capital Management Llc | 5.92K | — | $60,058 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 2.42K | 0.0% | $24,522 | 0.0% | Held | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 165 | +2.5% | $1,675 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Cwm, Llc | 157 | 0.0% | $1,594 | 0.0% | Held | 2 | SEC ↗ |
| 8 | UBS Group AG | 75 | -99.0% | $760 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | UBS Group AG | 75 | -99.0% | $760 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | UBS Group AG | 75 | -99.0% | $760 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 45 | -18.2% | $457 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 4 | 0.0% | $40 | 0.0% | Held | 2 | SEC ↗ |
| 13 | Group One Trading Llc | 2 | — | $20 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Bnp Paribas Financial Markets | 1 | 0.0% | $10 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 1 | -87.5% | $9 | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Northern Trust Corp | $23,687 | era 0.0% |
| Susquehanna International… | $15,061 | era 0.0% |
| Captrust Financial Advisors | $14,362 | era 0.0% |
| LPL Financial LLC | $12,269 | era 0.0% |
| State Street Global Advisors | $4,605 | era 0.0% |
| Simplex Trading, Llc | $231 | era 0.0% |
| Bank Of America Corp /De/ | $48 | era 0.0% |
| JPMorgan Chase | $4 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 20 tenedores, 512.09K acciones, $5.20M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.