PICB
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares +15.0% ·
flujo de acciones +30.0% ·
nuevas posiciones netas +13.0%
· fórmula
Acumulación amplia: acciones en aumento entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | n/a | n/a |
| Q3 2025 | 2 | -2 | 417.05K | $9.94M | n/a | −2 |
| Q2 2025 | 2 | 0 | 52.55K | $1.27M | n/a | n/a |
| Q1 2025 | 1 | 0 | 73.16K | $1.63M | n/a | n/a |
| Q4 2024 | 1 | 0 | 11.90K | $256,780 | n/a | n/a |
| Q3 2024 | 1 | 0 | 25.78K | $603,416 | n/a | n/a |
| Q2 2024 | 1 | n/a | 18.04K | $396,836 | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 483.41K | +17.4% | $11.17M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Wells Fargo & Company/Mn | 448.17K | +7.5% | $10.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 415.34K | +21.8% | $9.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Mariner, LLC | 139.97K | Nuevo | $3.23M | 0.0% | New | 1 | SEC ↗ |
| 5 | Jane Street Group, Llc | 106.18K | Nuevo | $2.45M | 0.0% | New | 1 | SEC ↗ |
| 6 | Stifel Financial Corp | 97.97K | +22.8% | $2.26M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Cerity Partners LLC | 43.85K | Nuevo | $1.01M | 0.0% | New | 1 | SEC ↗ |
| 8 | Nomura Asset Management Co Ltd | 42.87K | 0.0% | $990,182 | 0.0% | Held | 2 | SEC ↗ |
| 9 | Jones Financial Companies Lllp | 31.54K | +414.7% | $722,453 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 23.29K | -6.9% | $537,892 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Captrust Financial Advisors | 22.71K | 0.0% | $524,712 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 22.12K | +34.4% | $510,777 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Royal Bank Of Canada | 20.79K | +4.0% | $481,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 14 | UBS Group AG | 19.05K | -0.3% | $440,078 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 15.64K | +9.2% | $361,238 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Cetera Investment Advisers | 14.85K | +19.3% | $343,125 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 12.82K | +187.2% | $296,120 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Bank Of Montreal /Can/ | 11.98K | 0.0% | $276,784 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 10.47K | -13.6% | $241,918 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 1.54K | +53.1% | $35,219 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | National Bank Of Canada /Fi/ | 1.00K | 0.0% | $23,100 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Us Bancorp \De\ | 191 | 0.0% | $4,412 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 42 | Nuevo | $970 | 0.0% | New | 1 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| 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% |
Posición cerrada
| Northwestern Mutual Wealth… | $1,528 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 64 tenedores, 10.57M acciones, $241.91M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.