Wertpapierdatensatz · archiviertes Quartal
PBE
Name ausstehend – Profil wird eingelesen
34Erfasste Halter
0Δ Inhaber
640.67KGehaltene Aktien
$57.44MGemeldeter Wert
+3Neue Positionen
−3Ausstiege
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss +3.8% · neue Nettopositionen 0.0% — Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 34 | 0 | 640.67K | $57.44M | +3 | −3 |
| 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 | — |
| Q2 2025 | 2 | -1 | 1.17K | $74,861 | — | −1 |
| Q1 2025 | 1 | -1 | 3.90K | $247,416 | — | −1 |
| Q4 2024 | 2 | +1 | 12.65K | $841,653 | +1 | — |
| Q3 2024 | 1 | +1 | 6.20K | $432,884 | +1 | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 148.50K | +12.7% | $13.31M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 148.50K | +12.7% | $13.31M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | LPL Financial LLC | 92.32K | +6.4% | $8.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | UBS Group AG | 68.10K | -1.3% | $6.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 57.29K | -3.4% | $5.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 57.29K | -3.4% | $5.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 50.49K | -14.9% | $4.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 50.49K | -14.9% | $4.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 50.49K | -14.9% | $4.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 38.56K | -1.9% | $3.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 38.56K | -1.9% | $3.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Cetera Investment Advisers | 25.76K | +11.3% | $2.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 22.25K | +4.2% | $1.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Us Bancorp \De\ | 16.50K | 0.0% | $1.48M | 0.0% | Held | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 13.21K | -7.5% | $1.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Mariner, LLC | 11.82K | -3.3% | $1.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 10.67K | +0.1% | $956,868 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 10.67K | +0.1% | $956,868 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 10.19K | +29.1% | $913,562 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Raymond James Financial Inc | 10.09K | -4.5% | $904,595 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Raymond James Financial Inc | 10.09K | -4.5% | $904,595 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 9.64K | +9.4% | $864,301 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 9.64K | +9.4% | $864,301 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 8.07K | +9.1% | $723,733 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | HighTower Advisors, LLC | 6.76K | +0.2% | $605,868 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 5.00K | -41.7% | $448,153 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Jane Street Group, Llc | 4.71K | Neu | $422,424 | 0.0% | New | 1 | SEC ↗ |
| 28 | Stifel Financial Corp | 4.35K | -1.4% | $389,634 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Creative Planning | 4.29K | -4.7% | $384,996 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Goldman Sachs Group ✦ | 4.02K | +0.1% | $360,746 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | Two Sigma Investments ✦ | 3.40K | Neu | $304,805 | 0.0% | New | 1 | SEC ↗ |
| 32 | Blair William & Co/Il | 3.10K | +209.7% | $277,642 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Baird Financial Group, Inc. | 3.00K | 0.0% | $268,946 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Mml Investors Services, Llc | 2.53K | Neu | $227,151 | 0.0% | New | 1 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 1.89K | -11.9% | $169,470 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 1.41K | -1.2% | $126,121 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 37 | BlackRock ✦ (passiv) | 663 | 0.0% | $59,437 | 0.0% | Held | 5 | SEC ↗ |
| 38 | BlackRock ✦ (passiv) | 663 | 0.0% | $59,437 | 0.0% | Held | 5 | SEC ↗ |
| 39 | Bank Of Montreal /Can/ | 653 | +5.5% | $58,540 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Bank Of Montreal /Can/ | 653 | +5.5% | $58,540 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 508 | +1.6% | $45,663 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 508 | +1.6% | $45,663 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 43 | Fifth Third Bancorp | 460 | +21.7% | $41,238 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 327 | -23.4% | $29,356 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 327 | -23.4% | $29,356 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | National Bank Of Canada /Fi/ | 140 | 0.0% | $12,540 | 0.0% | Held | 3 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Jane Street Group, Llc | $422,424 | 0.0% |
| Two Sigma Investments | $304,805 | 0.0% |
| Mml Investors Services, Llc | $227,151 | 0.0% |
Ausgestiegen
| Assetmark, Inc | $27,317 | war 0.0% |
| Citigroup Inc | $11,877 | war 0.0% |
| UBS AM, a distinct business… | $5,068 | 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 — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.
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: Q2 2026 ·
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