PFFV
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss +9.0% · neue Nettopositionen 0.0% — Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | +3 | 3.88M | $85.49M | +4 | −1 |
| Q1 2026 | 20 | 0 | 3.71M | $80.97M | +3 | −3 |
| Q4 2025 | 20 | 0 | 3.42M | $76.05M | +1 | −1 |
| Q3 2025 | 3 | 0 | 2.01M | $46.39M | — | — |
| Q2 2025 | 1 | -1 | 78.68K | $1.79M | — | −1 |
| Q1 2025 | 2 | +2 | 57.99K | $1.37M | +2 | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.17M | +14.9% | $48.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.17M | +14.9% | $48.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 261.71K | — | $5.82M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Creative Planning | 167.78K | — | $3.73M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 129.68K | — | $2.88M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 129.68K | — | $2.88M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Rockefeller Capital Management L.P. | 129.00K | — | $2.87M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 105.63K | — | $2.35M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 105.63K | — | $2.35M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 105.63K | — | $2.35M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 88.87K | — | $1.97M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Gotham Asset Management ✦ | 78.68K | 0.0% | $1.75M | 0.0% | Held | 4 | SEC ↗ |
| 13 | Raymond James Financial Inc | 68.37K | — | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 68.37K | — | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 43.23K | — | $960,646 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 37.61K | Neu | $835,761 | 0.0% | New | 1 | SEC ↗ |
| 17 | First Manhattan Co. Llc. | 28.09K | — | $624,071 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Truist Financial Corp | 25.32K | — | $562,586 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Hrt Financial Lp | 22.76K | — | $505,000 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Corient Private Wealth LP | 20.77K | — | $461,668 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Corient Private Wealth LP | 20.77K | — | $461,668 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Us Bancorp \De\ | 17.07K | — | $379,184 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 10.71K | — | $237,957 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 10.71K | — | $237,957 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Royal Bank Of Canada | 7.07K | — | $157,000 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Royal Bank Of Canada | 7.07K | — | $157,000 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Cwm, Llc | 4.90K | — | $109,000 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | UBS Group AG | 2.05K | — | $45,640 | 0.0% | n/c | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Citadel Advisors | $835,761 | 0.0% |
Ausgestiegen
| JPMorgan Chase | $823,350 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 63 Inhaber, 6.44M Anteile, $120.58M 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.