Wertpapierdatensatz · archiviertes Quartal
PBE
Name ausstehend, Profil-Einspeisung läuft
35Erfasste Halter
0Δ Inhaber
637.92KGehaltene Aktien
$52.41MGemeldeter Wert
+1Neue Positionen
−1Ausstiege
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss +6.9% · neue Nettopositionen 0.0% · Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 33 | 0 | 633.91K | $56.83M | +3 | −4 |
| Q1 2026 | 35 | 0 | 620.69K | $49.12M | +3 | −3 |
| Q4 2025 | 35 | 0 | 637.92K | $52.41M | +1 | −1 |
| Q3 2025 | 6 | +1 | 106.77K | $7.46M | +1 | n/a |
| Q2 2025 | 2 | -1 | 1.17K | $74,861 | n/a | −1 |
| Q1 2025 | 1 | -1 | 3.90K | $247,416 | n/a | −1 |
| Q4 2024 | 2 | +1 | 12.65K | $841,653 | +1 | n/a |
| Q3 2024 | 1 | +1 | 6.20K | $432,884 | +1 | n/a |
Wer es hält · Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 133.30K | +36.0% | $10.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 97.30K | n/a | $7.99M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | UBS Group AG | 67.36K | n/a | $5.53M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 61.73K | n/a | $5.07M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Royal Bank Of Canada | 47.11K | n/a | $3.87M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Wells Fargo & Company/Mn | 46.86K | n/a | $3.85M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Cetera Investment Advisers | 22.68K | n/a | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 21.91K | n/a | $1.80M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 20.66K | n/a | $1.70M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Us Bancorp \De\ | 16.50K | n/a | $1.36M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Mariner, LLC | 12.22K | n/a | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 10.67K | n/a | $876,274 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Raymond James Financial Inc | 9.91K | n/a | $814,546 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Two Sigma Investments ✦ | 9.00K | Neu | $739,350 | 0.0% | New | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 8.96K | n/a | $736,374 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | HighTower Advisors, LLC | 6.89K | n/a | $566,148 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 6.50K | n/a | $534,304 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Stifel Financial Corp | 6.41K | n/a | $526,487 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 4.56K | n/a | $383,482 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 4.60K | n/a | $378,219 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 3.61K | -2.5% | $296,315 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Cwm, Llc | 3.32K | n/a | $272,000 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Creative Planning | 3.10K | n/a | $255,058 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 3.00K | n/a | $246,450 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 2.50K | n/a | $205,153 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 2.33K | n/a | $191,851 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Blair William & Co/Il | 1.00K | n/a | $82,150 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 888 | +90.2% | $72,985 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Bank Of Montreal /Can/ | 730 | n/a | $59,970 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | BlackRock ✦ (passiv) | 663 | 0.0% | $54,486 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 31 | Pnc Financial Services Group, Inc. | 515 | n/a | $42,282 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | JPMorgan Chase ✦ | 500 | -50.0% | $41,075 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Assetmark, Inc | 325 | n/a | $26,699 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Citigroup Inc | 150 | n/a | $12,323 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | National Bank Of Canada /Fi/ | 140 | n/a | $11,486 | 0.0% | n/c | 1 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Two Sigma Investments | $739,350 | 0.0% |
Ausgestiegen
| Citadel Advisors | $206,326 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 98 Inhaber, 1.02M Anteile, $80.05M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Häufig gemeinsam gehalten
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.
Herkunft: Beteiligung aus geparsten 13F-Common-Stock-Positionen (verfolgte Grundgesamtheit, vergleichbare Sets für Veränderungen); Insider-Zeilen aus Formularen 3/4/5; Beteiligungen aus Schedules 13D/13G; jede Einreichung verlinkt auf das Original auf SEC EDGAR.
Berichtszeitraum: Q4 2025 ·
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