PICB
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +15.0% ·
Aktienfluss +30.0% ·
neue Nettopositionen +13.0%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 25 | +2 | 3.14M | $110.26M | +4 | −2 |
| Q1 2026 | 23 | +3 | 1.99M | $45.87M | +4 | −1 |
| Q4 2025 | 20 | 0 | 1.46M | $34.83M | — | — |
| Q3 2025 | 2 | -2 | 417.05K | $9.94M | — | −2 |
| Q2 2025 | 2 | 0 | 52.55K | $1.27M | — | — |
| Q1 2025 | 1 | 0 | 73.16K | $1.63M | — | — |
| Q4 2024 | 1 | 0 | 11.90K | $256,780 | — | — |
| Q3 2024 | 1 | 0 | 25.78K | $603,416 | — | — |
| Q2 2024 | 1 | — | 18.04K | $396,836 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 483.41K | +17.4% | $11.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 483.41K | +17.4% | $11.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 448.17K | +7.5% | $10.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 448.17K | +7.5% | $10.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 415.34K | +21.8% | $9.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Mariner, LLC | 139.97K | Neu | $3.23M | 0.0% | New | 1 | SEC ↗ |
| 7 | Jane Street Group, Llc | 106.18K | Neu | $2.45M | 0.0% | New | 1 | SEC ↗ |
| 8 | Stifel Financial Corp | 97.97K | +22.8% | $2.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Stifel Financial Corp | 97.97K | +22.8% | $2.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Cerity Partners LLC | 43.85K | Neu | $1.01M | 0.0% | New | 1 | SEC ↗ |
| 11 | Nomura Asset Management Co Ltd | 42.87K | 0.0% | $990,182 | 0.0% | Held | 2 | SEC ↗ |
| 12 | Jones Financial Companies Lllp | 31.54K | +414.7% | $722,453 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 23.29K | -6.9% | $537,892 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Captrust Financial Advisors | 22.71K | 0.0% | $524,712 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 22.12K | +34.4% | $510,777 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 22.12K | +34.4% | $510,777 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 20.79K | +4.0% | $481,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 20.79K | +4.0% | $481,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 20.79K | +4.0% | $481,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | UBS Group AG | 19.05K | -0.3% | $440,078 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 15.64K | +9.2% | $361,238 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Cetera Investment Advisers | 14.85K | +19.3% | $343,125 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 12.82K | +187.2% | $296,120 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Bank Of Montreal /Can/ | 11.98K | 0.0% | $276,784 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 10.47K | -13.6% | $241,918 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 1.54K | +53.1% | $35,219 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | National Bank Of Canada /Fi/ | 1.00K | 0.0% | $23,100 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Us Bancorp \De\ | 191 | 0.0% | $4,412 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 42 | Neu | $970 | 0.0% | New | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Mariner, LLC | $3.23M | 0.0% |
| Jane Street Group, Llc | $2.45M | 0.0% |
| Cerity Partners LLC | $1.01M | 0.0% |
| Fidelity (FMR) | $970 | 0.0% |
Ausgestiegen
| Northwestern Mutual Wealth… | $1,528 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 64 Inhaber, 10.57M Anteile, $241.91M 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.