PGJ
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.8% ·
aandelenstroom -7.1% ·
netto nieuwe posities +4.5%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 250 | $5,434 | +1 | −1 |
| Q2 2026 | 23 | +1 | 308.26K | $6.97M | +3 | −2 |
| Q1 2026 | 22 | +1 | 319.41K | $8.25M | +2 | −1 |
| Q4 2025 | 21 | 0 | 343.65K | $9.91M | n/a | n/a |
| Q3 2025 | 2 | -1 | 149.74K | $4.97M | n/a | −1 |
| Q2 2025 | 2 | 0 | 23.02K | $653,310 | n/a | n/a |
| Q1 2025 | 1 | 0 | 17.18K | $508,611 | n/a | n/a |
| Q4 2024 | 1 | 0 | 34.28K | $896,686 | +1 | −1 |
| Q3 2024 | 1 | 0 | 20.07K | $565,801 | +1 | −1 |
| Q2 2024 | 1 | n/a | 12.90K | $287,047 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 70.23K | +15.6% | $1.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 42.82K | -14.2% | $1.11M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 3 | Envestnet Asset Management Inc | 32.12K | +21.7% | $829,944 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bnp Paribas Financial Markets | 30.00K | 0.0% | $775,200 | 0.0% | Held | 2 | SEC ↗ |
| 5 | Susquehanna International Group, Llp | 29.23K | -4.2% | $755,432 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Goldman Sachs Group ✦ | 18.52K | Nieuw | $478,479 | 0.0% | New | 1 | SEC ↗ |
| 7 | UBS Group AG | 16.56K | -15.2% | $427,988 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Wells Fargo & Company/Mn | 15.56K | +9.6% | $402,179 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Mml Investors Services, Llc | 11.97K | -32.9% | $309,201 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Citigroup Inc | 11.26K | +8.7% | $290,962 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | LPL Financial LLC | 10.42K | -54.6% | $269,155 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 9.48K | 0.0% | $245,090 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 8.71K | 0.0% | $225,117 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 4.04K | -85.9% | $105,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Fidelity (FMR) ✦ | 2.40K | +41.9% | $62,091 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 2.37K | -11.2% | $59,866 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 2.07K | -4.1% | $53,458 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Us Bancorp \De\ | 1.00K | Nieuw | $25,840 | 0.0% | New | 1 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 330 | 0.0% | $8,529 | 0.0% | Held | 2 | SEC ↗ |
| 20 | National Bank Of Canada /Fi/ | 170 | 0.0% | $4,393 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Qube Research & Technologies Ltd | 82 | -25.4% | $2,119 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Blair William & Co/Il | 60 | 0.0% | $1,550 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Goldman Sachs Group | $478,479 | 0.0% |
| Us Bancorp \De\ | $25,840 | 0.0% |
Verlaten
| Bank Of America Corp /De/ | $206,502 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 37 houders, 550.64K aandelen, $12.30M 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 het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.