PBJ
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -13.9% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 84.72K | +60.6% | $4.15M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 34.39K | -36.9% | $1.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 28.20K | +53.5% | $1.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Morgan Stanley ✦ | 25.92K | -12.1% | $1.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Susquehanna International Group, Llp | 24.85K | Nieuw | $1.22M | 0.0% | New | 1 | SEC ↗ ×2 |
| 6 | Commonwealth Equity Services, Llc | 17.47K | -2.8% | $855,470 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 15.24K | -16.9% | $746,263 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | UBS Group AG | 13.58K | +34.0% | $664,730 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Cetera Investment Advisers | 11.98K | -22.5% | $586,710 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 10.26K | -80.9% | $502,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 5.61K | -19.8% | $274,746 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | HighTower Advisors, LLC | 5.35K | +1.4% | $261,751 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 3.07K | -13.1% | $150,209 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Fidelity (FMR) ✦ | 829 | +101.7% | $40,571 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | Us Bancorp \De\ | 768 | 0.0% | $37,601 | 0.0% | Held | 2 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 702 | Nieuw | $34,205 | 0.0% | New | 1 | SEC ↗ |
| 17 | Citigroup Inc | 491 | Nieuw | $24,039 | 0.0% | New | 1 | SEC ↗ |
| 18 | Bank Of Montreal /Can/ | 461 | 0.0% | $22,571 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Russell Investments Group, Ltd. | 449 | -5.1% | $21,983 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 266 | +0.4% | $13,011 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | BlackRock ✦ (passief) | 244 | 0.0% | $11,946 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 0 | -100.0% | $13 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Susquehanna International… | $1.22M | 0.0% |
| JPMorgan Chase | $34,205 | 0.0% |
| Citigroup Inc | $24,039 | 0.0% |
Verlaten
| Goldman Sachs Group | $1.14M | was 0.0% |
| Two Sigma Investments | $457,009 | was 0.0% |
| Ameriprise Financial Inc | $268,022 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 52 houders, 565.86K aandelen, $27.08M 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.