有価証券レコード
PKW
プロファイル取り込み待ち（名称未確定）
54追跡対象保有者
0Δ保有者数
3.43M保有株数
$484.92M報告済み評価額
+2新規ポジション
−3解消銘柄
モメンタム指標（同類マネージャー）： 保有者の広がり 0.0% · 株式フロー -2.6% · 新規ネットポジション数 -1.9% — 計算式
すべての保有状況データ：追跡対象13Fマネージャーのみ、普通株ポジション、報告期間 Q2 2026
保有状況の推移
| 四半期 | 保有者 | Δ | 株数 | 報告済み評価額 | 新規 | 解消銘柄 |
|---|---|---|---|---|---|---|
| Q2 2026 | 54 | 0 | 3.43M | $484.92M | +2 | −3 |
| Q1 2026 | 56 | +5 | 3.55M | $464.36M | +6 | −1 |
| Q4 2025 | 50 | -2 | 3.24M | $435.32M | +1 | −3 |
| Q3 2025 | 8 | +1 | 482.55K | $63.93M | +1 | — |
| Q2 2025 | 4 | 0 | 45.08K | $5.57M | — | — |
| Q1 2025 | 2 | 0 | 15.16K | $1.71M | — | — |
| Q4 2024 | 2 | 0 | 11.55K | $1.33M | — | — |
| Q3 2024 | 2 | 0 | 9.67K | $1.11M | — | — |
| Q2 2024 | 2 | — | 3.83K | $398,353 | — | — |
保有者情報 · Q2 2026
| # | 運用会社 | 株数 | Δ株式数 | 時価 | そのウェイト | 保有中 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 832.83K | -1.1% | $117.98M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 465.88K | +2.2% | $66.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 360.72K | -2.5% | $51.10M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Morgan Stanley ✦ | 322.88K | -6.1% | $45.74M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 5 | Raymond James Financial Inc | 224.44K | +1.5% | $31.79M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Stifel Financial Corp | 202.46K | +4.5% | $28.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | UBS Group AG | 176.64K | +1.6% | $25.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Royal Bank Of Canada | 70.89K | +40.6% | $10.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 9 | Envestnet Asset Management Inc | 68.60K | -2.7% | $9.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Cetera Investment Advisers | 62.62K | +2.4% | $8.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Truist Financial Corp | 61.13K | -11.1% | $8.66M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 12 | Osaic Holdings, Inc. | 56.82K | +8.6% | $8.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Ameriprise Financial Inc | 51.56K | +41.9% | $7.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 14 | Commonwealth Equity Services, Llc | 44.23K | -8.6% | $6.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 43.45K | -38.9% | $6.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Fidelity (FMR) ✦ | 43.15K | +0.2% | $6.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 17 | Mariner, LLC | 36.30K | -55.7% | $5.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 33.28K | -3.3% | $4.73M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 19 | Focus Partners Wealth | 33.41K | +34.7% | $4.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 33.15K | +3.6% | $4.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 32.40K | +1.7% | $3.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Creative Planning | 21.26K | +13.7% | $3.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 19.64K | +19.4% | $2.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Bank Of Montreal /Can/ | 13.60K | +0.8% | $1.93M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 25 | Citigroup Inc | 10.40K | -6.0% | $1.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Corient Private Wealth LP | 10.36K | +15.1% | $1.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 10.31K | -55.4% | $1.46M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 28 | Bank of New York Mellon Corp | 9.66K | 0.0% | $1.37M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 29 | Mercer Global Advisors Inc /Adv | 9.53K | +58.6% | $1.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Hrt Financial Lp | 7.89K | 新規 | $1.12M | 0.0% | New | 1 | SEC ↗ |
| 31 | Cibc World Market Inc. | 7.28K | +3.6% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Quantinno Capital Management LP | 6.45K | -3.7% | $913,918 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Citadel Advisors ✦ | 5.57K | +0.4% | $789,188 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | National Bank Of Canada /Fi/ | 5.29K | -0.5% | $749,381 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Two Sigma Investments ✦ | 4.99K | -87.0% | $706,600 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 4.20K | +1.0% | $594,495 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 37 | BlackRock ✦ (パッシブ) | 3.99K | +230.5% | $565,507 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 3.93K | 0.0% | $557,256 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 39 | Financial Engines Advisors L.L.C. | 2.91K | 0.0% | $411,947 | 0.0% | Held | 3 | SEC ↗ |
| 40 | First Manhattan Co. Llc. | 2.90K | 0.0% | $410,814 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Fifth Third Bancorp | 2.80K | -2.5% | $397,214 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | CIBC Bancorp USA Inc. | 2.66K | 0.0% | $376,181 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Us Bancorp \De\ | 2.25K | 0.0% | $319,160 | 0.0% | Held | 3 | SEC ↗ |
| 44 | D. E. Shaw & Co. ✦ | 2.14K | 0.0% | $303,152 | 0.0% | Held | 9 | SEC ↗ |
| 45 | Lido Advisors, LLC | 2.07K | -33.7% | $292,670 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | AQR Capital Management ✦ | 1.93K | +20.9% | $273,970 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Allspring Global Investments… | 500 | 新規 | $71,453 | 0.0% | New | 1 | SEC ↗ |
| 48 | Assetmark, Inc | 437 | 0.0% | $61,905 | 0.0% | Held | 3 | SEC ↗ |
| 49 | Barclays Plc | 336 | 0.0% | $47,598 | 0.0% | Held | 2 | SEC ↗ |
| 50 | Russell Investments Group, Ltd. | 291 | 0.0% | $41,223 | 0.0% | Held | 3 | SEC ↗ |
| 51 | TD Waterhouse Canada Inc. | 250 | 0.0% | $35,553 | 0.0% | Held | 3 | SEC ↗ |
| 52 | Qube Research & Technologies Ltd | 45 | -56.7% | $6,375 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | UBS AM, a distinct business unit of… | 21 | 0.0% | $2,975 | 0.0% | Held | 2 | SEC ↗ |
| 54 | Blair William & Co/Il | 17 | 0.0% | $2,408 | 0.0% | Held | 3 | SEC ↗ |
「当該ウェイト」= そのマネージャーの報告済み13F株式評価額に占めるポジションの割合（確信度の指標）。✦ = キュレーション済みマネージャー。
新規買い手
| Hrt Financial Lp | $1.12M | 0.0% |
| Allspring Global Investments… | $71,453 | 0.0% |
ポジション解消済み
| HighTower Advisors, LLC | $2.61M | だった 0.0% |
| Goldman Sachs Group | $1.52M | だった 0.0% |
| Jane Street Group, Llc | $387,448 | だった 0.0% |
市場全体のコンテキスト: 全13Fファイラー対象（SEC構造化データ、 Q1 2026): 249 保有者, 5.30M 株式数, $672.23M 報告済み. これは上記の追跡対象ユニバースの数値とは異なる、より古い期間のものであり、両者が混在することはありません。
共同保有が多い銘柄
この有価証券の追跡対象保有者が最も頻繁に保有する他の銘柄 — ファンダメンタルな関係ではなく、共同保有件数に基づきます。