Fiche du titre · trimestre archivé
PHB
nom en attente d'intégration au profil
34Détenteurs suivis
0Δ détenteurs
8.90MActions détenues
$165.63MValeur déclarée
+0Nouvelles positions
−0Sorties
Données momentum (gérants comparables) : étendue des détenteurs 0.0% · flux d'actions -0.2% · nouvelles positions nettes 0.0% — formule
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q4 2025
Évolution de la détention dans le temps
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 31 | -2 | 7.50M | $137.16M | +1 | −3 |
| Q1 2026 | 33 | -1 | 9.28M | $166.54M | +3 | −4 |
| Q4 2025 | 34 | 0 | 8.90M | $165.63M | — | — |
| Q3 2025 | 3 | -1 | 427.99K | $7.95M | — | −1 |
| Q2 2025 | 2 | 0 | 23.71K | $437,703 | — | — |
| Q1 2025 | 1 | 0 | 75.59K | $1.37M | — | — |
| Q4 2024 | 1 | +1 | 81.04K | $1.47M | +1 | — |
| Q2 2024 | 1 | — | 27.33K | $491,102 | — | — |
Qui le détient · Q4 2025
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 2.47M | — | $45.90M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Invesco Ltd. | 2.47M | — | $45.90M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Invesco Ltd. | 2.47M | — | $45.90M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 1.64M | — | $30.46M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 1.64M | — | $30.46M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 1.64M | — | $30.46M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 1.64M | — | $30.46M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank of New York Mellon Corp | 1.40M | — | $25.97M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 1.40M | — | $25.97M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank of New York Mellon Corp | 1.40M | — | $25.97M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | LPL Financial LLC | 991.42K | — | $18.44M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 403.57K | +3.3% | $7.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 403.57K | +3.3% | $7.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 342.38K | — | $6.37M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Truist Financial Corp | 290.37K | — | $5.40M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Truist Financial Corp | 290.37K | — | $5.40M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Truist Financial Corp | 290.37K | — | $5.40M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 267.78K | — | $4.98M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 267.78K | — | $4.98M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 267.78K | — | $4.98M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cetera Investment Advisers | 210.70K | — | $3.92M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 175.44K | — | $3.26M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 175.44K | — | $3.26M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 116.80K | — | $2.17M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Baird Financial Group, Inc. | 87.53K | — | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Raymond James Financial Inc | 86.71K | — | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Raymond James Financial Inc | 86.71K | — | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Lido Advisors, LLC | 77.79K | — | $1.45M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Lido Advisors, LLC | 77.79K | — | $1.45M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Jane Street Group, Llc | 64.97K | — | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 53.39K | — | $993,132 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Royal Bank Of Canada | 48.96K | — | $911,000 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Royal Bank Of Canada | 48.96K | — | $911,000 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Royal Bank Of Canada | 48.96K | — | $911,000 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Royal Bank Of Canada | 48.96K | — | $911,000 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | HighTower Advisors, LLC | 45.16K | — | $839,980 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | UBS Group AG | 40.82K | — | $759,308 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Commonwealth Equity Services, Llc | 32.87K | — | $611,390 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Jones Financial Companies Lllp | 23.57K | — | $438,416 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Stifel Financial Corp | 15.90K | — | $295,796 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Lazard Asset Management Llc | 7.80K | — | $145,080 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 6.41K | -82.5% | $119,188 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 6.41K | -82.5% | $119,188 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | UBS AM, a distinct business unit of… | 5.33K | — | $99,045 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Blair William & Co/Il | 2.19K | — | $40,641 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Bank Of Montreal /Can/ | 1.61K | — | $29,964 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Bank Of Montreal /Can/ | 1.61K | — | $29,964 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Us Bancorp \De\ | 1.03K | — | $19,251 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | National Bank Of Canada /Fi/ | 1.00K | — | $18,590 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Fidelity (FMR) ✦ | 641 | +11.1% | $11,921 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Franklin Resources Inc | 580 | — | $10,788 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Citigroup Inc | 505 | — | $9,393 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Assetmark, Inc | 300 | — | $5,580 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Rockefeller Capital Management L.P. | 200 | — | $3,720 | 0.0% | n/c | 1 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Aucun nouvel acheteur suivi ce trimestre. |
Sorti(e)
| Aucune sortie suivie ce trimestre. |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 108 détenteurs, 12.41M actions, $216.49M déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Fréquemment codétenus
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.
Provenance: Détention issue des positions en actions ordinaires analysées des 13F (univers suivi, ensembles comparables pour les variations) ; lignes initiés issues des formulaires 3/4/5 ; participations issues des annexes 13D/13G ; chaque dépôt renvoie à son original sur SEC EDGAR.
Période de déclaration: Q4 2025 ·
Méthodologie ·
Obtenir via l'API