PAXS
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +3.1% · nuevas posiciones netas 0.0% · fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | +2 | 8.34M | $121.35M | +5 | −4 |
| Q1 2026 | 24 | +3 | 8.46M | $121.62M | +4 | −1 |
| Q4 2025 | 21 | 0 | 6.91M | $105.74M | n/a | n/a |
| Q3 2025 | 2 | 0 | 1.08M | $17.61M | n/a | n/a |
| Q2 2025 | 1 | n/a | 21.56K | $325,802 | n/a | n/a |
| Q4 2024 | 1 | 0 | 26.09K | $397,827 | n/a | n/a |
| Q3 2024 | 1 | +1 | 75.28K | $1.25M | +1 | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 1.77M | n/a | $27.07M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 1.28M | +18.4% | $19.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | UBS Group AG | 1.03M | n/a | $15.83M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Royal Bank Of Canada | 1.03M | n/a | $15.68M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Envestnet Asset Management Inc | 592.95K | n/a | $9.07M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 396.60K | n/a | $6.07M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | LPL Financial LLC | 161.88K | n/a | $2.48M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Rockefeller Capital Management L.P. | 156.30K | n/a | $2.39M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cerity Partners LLC | 100.00K | n/a | $1.53M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 89.18K | n/a | $1.36M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Jane Street Group, Llc | 52.36K | n/a | $801,047 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Raymond James Financial Inc | 46.76K | n/a | $715,455 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Commonwealth Equity Services, Llc | 46.43K | n/a | $710,400 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Corient Private Wealth LP | 42.78K | n/a | $654,564 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Truist Financial Corp | 36.02K | n/a | $551,046 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cetera Investment Advisers | 25.85K | n/a | $395,488 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Stifel Financial Corp | 25.00K | n/a | $382,514 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | First Trust Advisors Lp | 20.73K | n/a | $317,230 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (pasivo) | 13.13K | +174.4% | $200,920 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Cwm, Llc | 580 | n/a | $9,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Assetmark, Inc | 40 | n/a | $612 | 0.0% | n/c | 1 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 63 tenedores, 12.49M acciones, $144.76M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.