PDX
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +12.0% ·
Aktienfluss +7.2% ·
neue Nettopositionen +10.7%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 999.73K | +3.9% | $22.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Royal Bank Of Canada | 978.81K | +1.9% | $21.59M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Wells Fargo & Company/Mn | 953.64K | +8.8% | $21.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Morgan Stanley ✦ | 914.80K | +25.5% | $20.18M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 5 | Bank Of America Corp /De/ | 772.04K | +24.0% | $17.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Envestnet Asset Management Inc | 709.27K | -8.4% | $15.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Stifel Financial Corp | 331.67K | -24.6% | $7.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 149.35K | +137.3% | $3.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Focus Partners Wealth | 133.06K | -7.9% | $2.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | First Trust Advisors Lp | 119.00K | +15.2% | $2.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 66.91K | -15.1% | $1.48M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Invesco Ltd. | 63.38K | +10.9% | $1.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 62.12K | -8.5% | $1.37M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | LPL Financial LLC | 53.56K | +20.1% | $1.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Northern Trust Corp | 49.08K | Neu | $1.08M | 0.0% | New | 1 | SEC ↗ |
| 16 | Allspring Global Investments… | 34.83K | 0.0% | $768,306 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Cetera Investment Advisers | 32.14K | -21.3% | $708,924 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Truist Financial Corp | 29.66K | +81.0% | $654,412 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 28.28K | -10.2% | $623,901 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Quantinno Capital Management LP | 21.94K | Neu | $484,063 | 0.0% | New | 1 | SEC ↗ |
| 21 | Cerity Partners LLC | 18.05K | Neu | $398,591 | 0.0% | New | 1 | SEC ↗ ×2 |
| 22 | Wealth Enhancement Advisory… | 18.19K | -20.0% | $384,525 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Fifth Third Bancorp | 16.30K | Neu | $359,600 | 0.0% | New | 1 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 14.05K | +12.1% | $309,870 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Creative Planning | 12.44K | Neu | $274,493 | 0.0% | New | 1 | SEC ↗ |
| 26 | Brown Advisory Inc | 12.02K | Neu | $265,205 | 0.0% | New | 1 | SEC ↗ |
| 27 | Us Bancorp \De\ | 3.78K | 0.0% | $83,453 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 625 | 0.0% | $13,788 | 0.0% | Held | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Northern Trust Corp | $1.08M | 0.0% |
| Quantinno Capital Management… | $484,063 | 0.0% |
| Cerity Partners LLC | $398,591 | 0.0% |
| Fifth Third Bancorp | $359,600 | 0.0% |
| Creative Planning | $274,493 | 0.0% |
| Brown Advisory Inc | $265,205 | 0.0% |
Ausgestiegen
| Jane Street Group, Llc | $835,823 | war 0.0% |
| Susquehanna International… | $211,463 | war 0.0% |
| Harris Associates (Oakmark) | $187,800 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 100 Inhaber, 21.93M Anteile, $454.24M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.
Käufe auf dem offenen Markt (P)
Other · 6.02K Ant. @ 21.77 · $131,048
Other · 25.00K Ant. @ 21.62 · $540,468
Verkäufe auf dem offenen Markt (S)
10% owner · 218 Ant. · $4,528
10% owner · 3.61K Ant. · $74,815
10% owner · 14.06K Ant. · $290,781
10% owner · 11.57K Ant. · $239,193
10% owner · 19.69K Ant. · $406,837
10% owner · 10.13K Ant. · $219,372
10% owner · 11.56K Ant. · $252,933
10% owner · 19.00K Ant. · $416,480
10% owner · 10.47K Ant. · $229,734
10% owner · 13.40K Ant. · $291,631
Zuteilungen, Ausübungen und Steuereinbehalte werden hier nie als Käufe oder Verkäufe gezählt. Methodik