PDX
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +3.6% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | 0 | 6.83M | $142.32M | +2 | −2 |
| Q1 2026 | 28 | +3 | 6.60M | $145.55M | +6 | −3 |
| Q4 2025 | 25 | -1 | 6.15M | $115.57M | — | −1 |
| Q3 2025 | 3 | -1 | 745.91K | $18.60M | — | −1 |
| Q2 2025 | 2 | +1 | 17.07K | $441,949 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 1.05M | +9.8% | $21.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 1.05M | +9.8% | $21.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | UBS Group AG | 1.02M | +1.7% | $21.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | UBS Group AG | 1.02M | +1.7% | $21.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Royal Bank Of Canada | 1.00M | +2.4% | $20.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 1.00M | +2.4% | $20.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 1.00M | +2.4% | $20.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 879.34K | -3.9% | $18.31M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 879.34K | -3.9% | $18.31M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 879.34K | -3.9% | $18.31M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 879.34K | -3.9% | $18.31M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 793.54K | +2.8% | $16.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 793.54K | +2.8% | $16.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 695.18K | -2.0% | $14.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Stifel Financial Corp | 388.77K | +17.2% | $8.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 179.86K | +20.4% | $3.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Raymond James Financial Inc | 179.86K | +20.4% | $3.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | First Trust Advisors Lp | 116.89K | -1.8% | $2.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Focus Partners Wealth | 113.18K | -14.9% | $2.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Invesco Ltd. | 75.45K | +19.1% | $1.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 74.37K | +19.7% | $1.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 74.37K | +19.7% | $1.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 71.65K | +7.1% | $1.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 71.65K | +7.1% | $1.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | LPL Financial LLC | 58.69K | +9.6% | $1.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 54.66K | Nieuw | $1.14M | 0.0% | New | 1 | SEC ↗ |
| 27 | Northern Trust Corp | 49.08K | 0.0% | $1.02M | 0.0% | Held | 2 | SEC ↗ |
| 28 | Cetera Investment Advisers | 34.87K | +8.5% | $725,929 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Allspring Global Investments… | 34.83K | 0.0% | $725,119 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Truist Financial Corp | 32.05K | +8.0% | $667,238 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | HighTower Advisors, LLC | 25.99K | -8.1% | $541,195 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Fifth Third Bancorp | 17.34K | +6.3% | $360,912 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Wealth Enhancement Advisory… | 16.21K | -10.9% | $348,665 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Commonwealth Equity Services, Llc | 14.14K | +0.6% | $294,340 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Creative Planning | 13.25K | +6.5% | $275,886 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Citadel Advisors ✦ | 12.92K | Nieuw | $268,932 | 0.0% | New | 1 | SEC ↗ |
| 37 | Brown Advisory Inc | 12.02K | 0.0% | $250,298 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Us Bancorp \De\ | 3.78K | 0.0% | $78,762 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Northwestern Mutual Wealth… | 625 | 0.0% | $13,012 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Susquehanna International… | $1.14M | 0.0% |
| Citadel Advisors | $268,932 | 0.0% |
Verlaten
| Quantinno Capital Management… | $484,063 | was 0.0% |
| Cerity Partners LLC | $398,591 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 100 houders, 21.93M aandelen, $454.24M 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Open-market aankopen (P)
Other · 6.02K aand @ 21.77 · $131,048
Other · 25.00K aand @ 21.62 · $540,468
Open-market verkopen (S)
10% owner · 13.40K aand · $291,631
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie