PAXS
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +9.1% ·
aandelenstroom -1.1% ·
netto nieuwe posities +4.2%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 1.86M | +1.4% | $27.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 1.49M | -0.3% | $21.75M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 3 | Cerity Partners LLC | 1.38M | -10.1% | $20.06M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Royal Bank Of Canada | 1.06M | -7.7% | $15.48M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | UBS Group AG | 914.17K | -5.7% | $13.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 638.94K | +51.6% | $9.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Envestnet Asset Management Inc | 311.26K | +8.3% | $4.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 155.51K | -19.8% | $2.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Rockefeller Capital Management L.P. | 142.75K | -19.1% | $2.08M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | Osaic Holdings, Inc. | 90.31K | +81.0% | $1.31M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Raymond James Financial Inc | 67.11K | -2.5% | $976,439 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 12 | Commonwealth Equity Services, Llc | 43.55K | +5.7% | $633,680 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Truist Financial Corp | 27.86K | -1.7% | $405,332 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Cetera Investment Advisers | 25.36K | +11.8% | $368,929 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Stifel Financial Corp | 23.93K | -5.0% | $348,226 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | First Trust Advisors Lp | 20.42K | -1.5% | $297,111 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Baird Financial Group, Inc. | 16.73K | Nieuw | $243,392 | 0.0% | New | 1 | SEC ↗ |
| 18 | Hrt Financial Lp | 16.59K | Nieuw | $241,000 | 0.0% | New | 1 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 15.68K | Nieuw | $228,173 | 0.0% | New | 1 | SEC ↗ |
| 20 | BlackRock ✦ (passief) | 13.13K | 0.0% | $191,071 | 0.0% | Held | 5 | SEC ↗ |
| 21 | Corient Private Wealth LP | 11.58K | -42.1% | $168,489 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Nomura Holdings Inc | 10.00K | Nieuw | $145,500 | 0.0% | New | 1 | SEC ↗ |
| 23 | Fifth Third Bancorp | 283 | +2.2% | $4,118 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 18 | Nieuw | $260 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Baird Financial Group, Inc. | $243,392 | 0.0% |
| Hrt Financial Lp | $241,000 | 0.0% |
| Citadel Advisors | $228,173 | 0.0% |
| Nomura Holdings Inc | $145,500 | 0.0% |
| JPMorgan Chase | $260 | 0.0% |
Verlaten
| Jane Street Group, Llc | $951,449 | was 0.0% |
| HighTower Advisors, LLC | $360,250 | was 0.0% |
| Susquehanna International… | $147,083 | was 0.0% |
| Pnc Financial Services Group… | $15,058 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 63 houders, 12.49M aandelen, $144.76M 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.