PFL
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss +1.3% · 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 | 32 | +3 | 4.35M | $34.61M | +5 | −2 |
| Q1 2026 | 29 | +3 | 4.28M | $34.24M | +3 | — |
| Q4 2025 | 26 | 0 | 4.14M | $34.94M | — | — |
| Q3 2025 | 2 | 0 | 518.64K | $4.42M | — | — |
| Q2 2025 | 1 | — | 26.82K | $223,645 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 719.42K | — | $6.06M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 553.87K | +7.2% | $4.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 553.87K | +7.2% | $4.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 553.87K | +7.2% | $4.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 497.73K | — | $4.20M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 416.40K | — | $3.51M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 416.40K | — | $3.51M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Invesco Ltd. | 317.35K | — | $2.68M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Stifel Financial Corp | 255.72K | — | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 252.97K | — | $2.13M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 232.81K | — | $1.96M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 232.81K | — | $1.96M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 204.99K | — | $1.73M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 202.81K | — | $1.71M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 173.47K | — | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Truist Financial Corp | 92.05K | — | $775,971 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 56.05K | — | $472,525 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 56.05K | — | $472,525 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Raymond James Financial Inc | 56.05K | — | $472,525 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | TD Waterhouse Canada Inc. | 24.79K | — | $209,681 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 20.00K | — | $168,583 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | BlackRock ✦ (passiv) | 19.76K | +923.0% | $166,611 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Lido Advisors, LLC | 18.82K | — | $161,835 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | UBS Group AG | 17.12K | — | $144,347 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | UBS Group AG | 17.12K | — | $144,347 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Focus Partners Wealth | 15.10K | — | $127,251 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Mariner, LLC | 13.86K | — | $116,868 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Jane Street Group, Llc | 12.55K | — | $105,771 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | National Bank Of Canada /Fi/ | 11.51K | — | $97,332 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Envestnet Asset Management Inc | 11.45K | — | $96,557 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Bnp Paribas Financial Markets | 1.43K | — | $12,089 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Assetmark, Inc | 1.10K | — | $9,273 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 833 | — | $7,095 | 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
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 86 Inhaber, 8.01M Anteile, $60.65M 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.