PFL
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +1.3% · nuevas posiciones netas 0.0% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (pasivo) | 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 ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 86 tenedores, 8.01M acciones, $60.65M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.