Ficha del valor · trimestre archivado
PML
nombre pendiente de incorporación al perfil
39Tenedores rastreados
0Δ titulares
12.49MAcciones mantenidas
$94.52MValor declarado
+4Nuevas posiciones
−4Cierres
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +15.8% · nuevas posiciones netas 0.0% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 39 | 0 | 13.36M | $101.66M | +2 | −2 |
| Q1 2026 | 39 | 0 | 12.49M | $94.52M | +4 | −4 |
| Q4 2025 | 39 | 0 | 10.79M | $81.46M | — | — |
| Q3 2025 | 1 | — | 1.99M | $15.74M | — | — |
| Q1 2025 | 1 | 0 | 11.84K | $95,936 | — | — |
| Q4 2024 | 1 | +1 | 14.13K | $114,336 | +1 | — |
Quién lo tiene en cartera · Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.70M | -2.0% | $12.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.70M | -2.0% | $12.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Toronto Dominion Bank | 1.68M | Nuevo | $12.69M | 0.0% | New | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 1.40M | -1.0% | $10.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 1.40M | -1.0% | $10.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Allspring Global Investments… | 880.65K | 0.0% | $6.67M | 0.0% | Held | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 830.28K | +155.6% | $6.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 789.36K | +18.5% | $5.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Cetera Investment Advisers | 597.59K | +3.6% | $4.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | UBS Group AG | 576.05K | +29.1% | $4.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 563.27K | +17.8% | $4.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Stifel Financial Corp | 541.29K | +0.6% | $4.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | LPL Financial LLC | 470.76K | +16.1% | $3.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Captrust Financial Advisors | 308.10K | +8.8% | $2.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Raymond James Financial Inc | 244.67K | -2.4% | $1.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 244.67K | -2.4% | $1.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Lido Advisors, LLC | 235.79K | +1.0% | $1.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 230.27K | -20.2% | $1.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 230.27K | -20.2% | $1.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 230.27K | -20.2% | $1.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 215.85K | +10.3% | $1.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Truist Financial Corp | 182.82K | +5.3% | $1.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Truist Financial Corp | 182.82K | +5.3% | $1.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 168.94K | -23.2% | $1.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 155.26K | +16.0% | $1.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Sei Investments Co | 87.55K | +5.0% | $662,780 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 85.90K | +7.1% | $650,291 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 85.90K | +7.1% | $650,291 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Jane Street Group, Llc | 84.62K | -75.7% | $640,581 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Jane Street Group, Llc | 84.62K | -75.7% | $640,581 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Ameriprise Financial Inc | 57.35K | -63.8% | $434,155 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Nuveen, LLC | 57.06K | +3.6% | $431,967 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Focus Partners Wealth | 56.12K | +1.2% | $424,833 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | HighTower Advisors, LLC | 52.08K | -9.6% | $394,203 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Susquehanna International Group, Llp | 43.02K | -15.6% | $325,639 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Baird Financial Group, Inc. | 43.01K | Nuevo | $325,616 | 0.0% | New | 1 | SEC ↗ |
| 37 | Mml Investors Services, Llc | 30.02K | -12.7% | $227,241 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Nomura Holdings Inc | 25.00K | +18.5% | $189,250 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Bank Of Montreal /Can/ | 24.38K | -48.0% | $184,564 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Bank Of Montreal /Can/ | 24.38K | -48.0% | $184,564 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Fifth Third Bancorp | 19.64K | Nuevo | $148,665 | 0.0% | New | 1 | SEC ↗ |
| 42 | Cerity Partners LLC | 14.89K | -0.6% | $112,714 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Cerity Partners LLC | 14.89K | -0.6% | $112,714 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Mariner, LLC | 14.45K | -6.3% | $109,412 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Hrt Financial Lp | 13.95K | Nuevo | $105,000 | 0.0% | New | 1 | SEC ↗ |
| 46 | Jones Financial Companies Lllp | 5.77K | +2452.2% | $43,663 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Jones Financial Companies Lllp | 5.77K | +2452.2% | $43,663 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Us Bancorp \De\ | 5.70K | 0.0% | $43,149 | 0.0% | Held | 2 | SEC ↗ |
| 49 | Northwestern Mutual Wealth… | 1.61K | +38.1% | $12,157 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Assetmark, Inc | 1.04K | 0.0% | $7,858 | 0.0% | Held | 2 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Toronto Dominion Bank | $12.69M | 0.0% |
| Baird Financial Group, Inc. | $325,616 | 0.0% |
| Fifth Third Bancorp | $148,665 | 0.0% |
| Hrt Financial Lp | $105,000 | 0.0% |
Posición cerrada
| Balyasny Asset Management L.P. | $3.60M | era 0.0% |
| Northern Trust Corp | $174,709 | era 0.0% |
| Pnc Financial Services Group… | $105,122 | era 0.0% |
| Cwm, Llc | $7,000 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 154 tenedores, 40.33M acciones, $294.26M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Frecuentemente cotituladas
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Aug 18
BANK OF AMERICA CORP /DE/
10% owner · 100 acc. @ 7.45 · $745
Ventas en mercado abierto (S)
Aug 18
BANK OF AMERICA CORP /DE/
10% owner · 100 acc. · $736
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q1 2026 ·
Metodología ·
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