PFFV
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +15.8% ·
Aktienfluss +4.8% ·
neue Nettopositionen +13.6%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
| 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 ✦ | 2.51M | +9.6% | $55.33M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.51M | +9.6% | $55.33M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.51M | +9.6% | $55.33M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | LPL Financial LLC | 309.67K | +18.3% | $6.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 163.80K | +20.6% | $3.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 163.80K | +20.6% | $3.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Gotham Asset Management ✦ | 159.16K | +9.3% | $3.51M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 8 | Creative Planning | 136.50K | -5.4% | $3.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Rockefeller Capital Management L.P. | 131.34K | +0.8% | $2.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 104.86K | -46.3% | $2.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 99.52K | +3.2% | $2.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 75.18K | +1.5% | $1.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 75.18K | +1.5% | $1.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Cetera Investment Advisers | 37.58K | -1.3% | $827,960 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | First Manhattan Co. Llc. | 28.09K | 0.0% | $618,735 | 0.0% | Held | 3 | SEC ↗ |
| 16 | Fifth Third Bancorp | 22.53K | +129.8% | $496,337 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Truist Financial Corp | 22.34K | -9.6% | $492,041 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 18.73K | Neu | $412,578 | 0.0% | New | 1 | SEC ↗ |
| 19 | Us Bancorp \De\ | 17.07K | 0.0% | $375,942 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Sei Investments Co | 13.87K | +34.4% | $305,530 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Bank of New York Mellon Corp | 10.93K | +4.3% | $240,814 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 10.93K | +4.3% | $240,814 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Corient Private Wealth LP | 10.32K | Neu | $227,372 | 0.0% | New | 1 | SEC ↗ |
| 24 | Royal Bank Of Canada | 7.29K | +3.0% | $161,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 7.29K | +3.0% | $161,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 501 | Neu | $11,077 | 0.0% | New | 1 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 42 | Neu | $925 | 0.0% | New | 1 | SEC ↗ |
| 28 | UBS Group AG | 1 | -100.0% | $22 | 0.0% | ▼ Trim | 3 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Susquehanna International… | $412,578 | 0.0% |
| Corient Private Wealth LP | $227,372 | 0.0% |
| JPMorgan Chase | $11,077 | 0.0% |
| Fidelity (FMR) | $925 | 0.0% |
Ausgestiegen
| Jane Street Group, Llc | $653,496 | 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.