PBJ
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -9.5% ·
aandelenstroom -13.8% ·
netto nieuwe posities -15.8%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 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/ | 59.63K | -29.6% | $2.81M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 2 | Raymond James Financial Inc | 40.28K | +42.9% | $1.90M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 34.34K | -0.1% | $1.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 27.81K | +7.3% | $1.31M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 17.90K | +74.5% | $844,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 17.41K | -0.4% | $820,350 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 10.87K | -28.7% | $512,498 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Cetera Investment Advisers | 10.75K | -10.3% | $506,550 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | UBS Group AG | 9.04K | -33.5% | $425,867 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | Osaic Holdings, Inc. | 6.60K | +17.6% | $311,257 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Jones Financial Companies Lllp | 2.86K | -6.8% | $136,966 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Fidelity (FMR) ✦ | 851 | +2.6% | $40,102 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | Us Bancorp \De\ | 768 | 0.0% | $36,195 | 0.0% | Held | 3 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 702 | 0.0% | $33,450 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Bank Of Montreal /Can/ | 461 | 0.0% | $21,727 | 0.0% | Held | 3 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 266 | 0.0% | $12,540 | 0.0% | Held | 3 | SEC ↗ |
| 17 | BlackRock ✦ (passief) | 244 | 0.0% | $11,500 | 0.0% | Held | 3 | SEC ↗ |
| 18 | Russell Investments Group, Ltd. | 123 | -72.6% | $5,797 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 0 | n/a | $10 | 0.0% | Held | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Susquehanna International… | $1.22M | was 0.0% |
| HighTower Advisors, LLC | $261,751 | was 0.0% |
| Citigroup Inc | $24,039 | 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.