PHB
profil alımı beklemede
Momentum girdileri (karşılaştırılabilir yöneticiler):
hissedar genişliği -2.9% ·
pay akışı +4.3% ·
net yeni pozisyonlar -3.0%
· formül
Yoğunlaşmış birikim: daha az hissedar arasında artan hisseler
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q1 2026
| Çeyrek | Hissedarlar | Δ | Hisseler | Raporlanan değer | Yeni | Çıkışlar |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 | -2 | 7.45M | $136.35M | +1 | −4 |
| Q1 2026 | 33 | -1 | 9.28M | $166.54M | +3 | −4 |
| Q4 2025 | 34 | 0 | 8.90M | $165.63M | n/a | n/a |
| Q3 2025 | 3 | -1 | 427.99K | $7.95M | n/a | −1 |
| Q2 2025 | 2 | 0 | 23.71K | $437,703 | n/a | n/a |
| Q1 2025 | 1 | 0 | 75.59K | $1.37M | n/a | n/a |
| Q4 2024 | 1 | +1 | 81.04K | $1.47M | +1 | n/a |
| Q2 2024 | 1 | n/a | 27.33K | $491,102 | n/a | n/a |
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 3.73M | +51.2% | $66.93M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Wells Fargo & Company/Mn | 1.67M | +1.9% | $29.93M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 852.08K | -14.1% | $15.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank of New York Mellon Corp | 737.53K | -47.2% | $13.23M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 5 | Morgan Stanley ✦ | 413.26K | +2.4% | $7.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Truist Financial Corp | 301.67K | +3.9% | $5.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Envestnet Asset Management Inc | 293.48K | -14.3% | $5.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 271.36K | +1.3% | $4.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Jane Street Group, Llc | 239.62K | +268.8% | $4.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 170.22K | Yeni | $3.05M | 0.0% | New | 1 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 110.76K | -5.2% | $1.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | UBS Group AG | 104.10K | +155.0% | $1.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Lido Advisors, LLC | 77.07K | -0.9% | $1.38M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 14 | Royal Bank Of Canada | 48.87K | -0.2% | $876,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 15 | HighTower Advisors, LLC | 45.05K | -0.2% | $808,288 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 36.19K | -58.3% | $649,236 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Osaic Holdings, Inc. | 34.08K | -36.2% | $611,391 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 31.14K | -5.3% | $558,600 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 24.99K | +6.0% | $444,327 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Fifth Third Bancorp | 22.49K | Yeni | $403,399 | 0.0% | New | 1 | SEC ↗ |
| 21 | Cetera Investment Advisers | 21.88K | -89.6% | $392,517 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Mariner, LLC | 15.40K | Yeni | $276,261 | 0.0% | New | 1 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 10.47K | -94.0% | $187,788 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 24 | Lazard Asset Management Llc | 7.80K | 0.0% | $139,932 | 0.0% | Held | 2 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 4.86K | -24.2% | $86,459 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | UBS AM, a distinct business unit of… | 3.71K | -30.2% | $66,629 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Blair William & Co/Il | 2.19K | 0.0% | $39,199 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Bank Of Montreal /Can/ | 1.61K | 0.0% | $28,902 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 29 | National Bank Of Canada /Fi/ | 1.00K | 0.0% | $17,940 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 656 | +2.3% | $11,777 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | Franklin Resources Inc | 580 | 0.0% | $10,405 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Assetmark, Inc | 300 | 0.0% | $5,382 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 200 | 0.0% | $3,588 | 0.0% | Held | 2 | SEC ↗ |
"Yöneticinin ağırlığı" = pozisyonun, yöneticinin raporlanan 13F hisse senedi değeri içindeki payı: kanaat ölçüsü. ✦ = seçilmiş yönetici.
Yeni alıcılar
| Citadel Advisors | $3.05M | 0.0% |
| Fifth Third Bancorp | $403,399 | 0.0% |
| Mariner, LLC | $276,261 | 0.0% |
Çıkıldı
| Baird Financial Group, Inc. | $1.63M | idi 0.0% |
| Stifel Financial Corp | $295,796 | idi 0.0% |
| Us Bancorp \De\ | $19,251 | idi 0.0% |
| Citigroup Inc | $9,393 | idi 0.0% |
Tam piyasa bağlamı: TÜM 13F filers'ları genelinde (SEC yapılandırılmış veri, Q1 2026): 108 sahipler, 12.41M hisseler, $216.49M raporlanan. Bu, yukarıdaki takip edilen evren rakamlarından farklı, daha eski bir döneme aittir ve ikisi hiçbir zaman birbirine karıştırılmaz.
Bu menkul kıymetin takip edilen sahiplerinin en sık birlikte tuttuğu diğer varlıklar: ortak sahiplik sayıları, temel ilişkiler değil.