PDX
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +3.6% · netto nieuwe posities -3.7% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| # | 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 |
| 2 | UBS Group AG | 1.02M | +1.7% | $21.16M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Royal Bank Of Canada | 1.00M | +2.4% | $20.87M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Morgan Stanley ✦ | 879.34K | -3.9% | $18.31M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 5 | Bank Of America Corp /De/ | 793.54K | +2.8% | $16.52M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Envestnet Asset Management Inc | 695.18K | -2.0% | $14.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Stifel Financial Corp | 388.77K | +17.2% | $8.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 179.86K | +20.4% | $3.74M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | First Trust Advisors Lp | 116.89K | -1.8% | $2.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Focus Partners Wealth | 113.18K | -14.9% | $2.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Invesco Ltd. | 75.45K | +19.1% | $1.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 74.37K | +19.7% | $1.55M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Osaic Holdings, Inc. | 71.65K | +7.1% | $1.49M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | LPL Financial LLC | 58.69K | +9.6% | $1.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 54.66K | Nieuw | $1.14M | 0.0% | New | 1 | SEC ↗ |
| 16 | Northern Trust Corp | 49.08K | 0.0% | $1.02M | 0.0% | Held | 2 | SEC ↗ |
| 17 | Cetera Investment Advisers | 34.87K | +8.5% | $725,929 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Allspring Global Investments… | 34.83K | 0.0% | $725,119 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Truist Financial Corp | 32.05K | +8.0% | $667,238 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Fifth Third Bancorp | 17.34K | +6.3% | $360,912 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 16.21K | -10.9% | $348,665 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 14.14K | +0.6% | $294,340 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Creative Planning | 13.25K | +6.5% | $275,886 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 12.92K | Nieuw | $268,932 | 0.0% | New | 1 | SEC ↗ |
| 25 | Brown Advisory Inc | 12.02K | 0.0% | $250,298 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Us Bancorp \De\ | 3.78K | 0.0% | $78,762 | 0.0% | Held | 3 | SEC ↗ |
| 27 | 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
| HighTower Advisors, LLC | $623,901 | was 0.0% |
| 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 · 218 aand · $4,528
10% owner · 3.61K aand · $74,815
10% owner · 14.06K aand · $290,781
10% owner · 11.57K aand · $239,193
10% owner · 19.69K aand · $406,837
10% owner · 10.13K aand · $219,372
10% owner · 11.56K aand · $252,933
10% owner · 19.00K aand · $416,480
10% owner · 10.47K aand · $229,734
10% owner · 13.40K aand · $291,631
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie