PMBS
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones 0.0% · nuevas posiciones netas 0.0% · fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 715.25K | $33.07M | n/a | n/a |
| Q2 2026 | 22 | +1 | 12.99M | $640.94M | +5 | −4 |
| Q1 2026 | 22 | +4 | 12.01M | $595.82M | +7 | −3 |
| Q4 2025 | 18 | 0 | 10.02M | $498.14M | n/a | n/a |
| Q3 2025 | 2 | -1 | 1.48K | $73,691 | n/a | −1 |
| Q2 2025 | 1 | 0 | 24.35K | $1.19M | n/a | n/a |
| Q1 2025 | 1 | +1 | 31.16K | $1.53M | +1 | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Allianz Asset Management GmbH | 7.04M | n/a | $349.85M | 0.4% | n/c | 1 | SEC ↗ |
| 2 | Wealth Enhancement Advisory… | 1.61M | n/a | $80.03M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Cwm, Llc | 526.94K | n/a | $26.19M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 295.57K | n/a | $14.69M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Focus Partners Wealth | 205.48K | n/a | $10.21M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 173.52K | n/a | $8.62M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Envestnet Asset Management Inc | 76.09K | n/a | $3.78M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 42.74K | n/a | $2.12M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Mariner, LLC | 21.40K | n/a | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Truist Financial Corp | 11.29K | n/a | $560,957 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Cetera Investment Advisers | 11.24K | n/a | $558,351 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mercer Global Advisors Inc /Adv | 6.36K | n/a | $316,209 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 1.08K | -25.6% | $53,820 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 871 | n/a | $43,288 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 459 | n/a | $22,810 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 435 | +1453.6% | $21,617 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | UBS Group AG | 69 | n/a | $3,429 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Citigroup Inc | 10 | n/a | $497 | 0.0% | n/c | 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
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 97 tenedores, 21.62M acciones, $1.06B 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.