PBJ
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares +4.8% ·
flujo de acciones -11.1% ·
nuevas posiciones netas +4.5%
· fórmula
Fragmentación de la titularidad: más titulares, participación agregada más pequeña
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 | 19 | -2 | 240.90K | $11.36M | n/a | −3 |
| Q1 2026 | 22 | 0 | 284.84K | $13.95M | +3 | −3 |
| Q4 2025 | 22 | +1 | 330.99K | $14.83M | +1 | n/a |
| Q3 2025 | 4 | 0 | 107.24K | $4.92M | +1 | −1 |
| Q2 2025 | 2 | 0 | 6.02K | $284,783 | n/a | n/a |
| Q1 2025 | 1 | +1 | 8.07K | $371,106 | +1 | n/a |
| Q2 2024 | 1 | n/a | 19.23K | $877,520 | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 54.52K | n/a | $2.44M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Royal Bank Of Canada | 53.65K | n/a | $2.40M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 52.75K | n/a | $2.36M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Morgan Stanley ✦ | 29.51K | -25.4% | $1.32M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Goldman Sachs Group ✦ | 25.38K | -48.3% | $1.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 18.36K | n/a | $822,797 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Envestnet Asset Management Inc | 18.35K | n/a | $822,179 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 17.98K | n/a | $805,420 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cetera Investment Advisers | 15.47K | n/a | $693,115 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Two Sigma Investments ✦ | 10.20K | -44.0% | $457,009 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | UBS Group AG | 10.14K | n/a | $454,143 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Osaic Holdings, Inc. | 6.99K | n/a | $313,550 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 5.98K | n/a | $268,022 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 5.27K | n/a | $236,310 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 3.53K | n/a | $158,248 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Us Bancorp \De\ | 768 | n/a | $34,410 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Russell Investments Group, Ltd. | 473 | n/a | $21,193 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank Of Montreal /Can/ | 461 | n/a | $20,655 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 411 | -11.6% | $18,402 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 300 | n/a | $13,452 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 265 | n/a | $11,890 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | BlackRock ✦ (pasivo) | 244 | Nuevo | $10,932 | 0.0% | New | 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
| BlackRock | $10,932 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 52 tenedores, 565.86K acciones, $27.08M 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.