증권 기록 · 과거 분기 (아카이브)
PRFZ
프로필 수집 대기 중
51추적 보유자
-1Δ 보유자
12.83M보유 주식 수
$588.46M보고 가치
+2신규 편입 포지션
−3청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 -1.9% ·
주식 흐름 +1.9% ·
순 신규 포지션 -2.0%
— 산식
집중 매집 — 더 적은 보유자 사이에서 주식 수 증가
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q1 2026
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| Q2 2026 | 57 | +7 | 13.01M | $724.91M | +7 | — |
| Q1 2026 | 51 | -1 | 12.83M | $588.46M | +2 | −3 |
| Q4 2025 | 51 | +2 | 12.58M | $578.27M | +2 | — |
| Q3 2025 | 5 | -1 | 1.54M | $70.08M | — | −1 |
| Q2 2025 | 4 | 0 | 71.00K | $2.89M | +1 | −1 |
| Q1 2025 | 2 | 0 | 13.24K | $501,153 | +1 | −1 |
| Q4 2024 | 2 | -1 | 140.10K | $5.83M | — | −1 |
| Q3 2024 | 3 | +1 | 67.75K | $2.81M | +1 | — |
| Q2 2024 | 2 | — | 72.09K | $2.75M | — | — |
보유 현황 · Q1 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.86M | +14.9% | $131.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 2.86M | +14.9% | $131.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 2.86M | +14.9% | $131.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 2.86M | +14.9% | $131.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 1.38M | +3.5% | $63.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 1.19M | +6.2% | $54.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 1.19M | +6.2% | $54.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 1.19M | +6.2% | $54.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 1.19M | +6.2% | $54.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 1.05M | +2.0% | $48.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 1.05M | +2.0% | $48.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Cetera Investment Advisers | 1.03M | +3.5% | $47.30M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 931.08K | +36.6% | $42.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 931.08K | +36.6% | $42.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 703.46K | -10.3% | $32.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 703.46K | -10.3% | $32.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 703.46K | -10.3% | $32.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 412.08K | -28.8% | $19.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Invesco Ltd. | 359.43K | -24.0% | $16.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Invesco Ltd. | 359.43K | -24.0% | $16.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Invesco Ltd. | 359.43K | -24.0% | $16.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Baird Financial Group, Inc. | 294.62K | +0.4% | $13.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Baird Financial Group, Inc. | 294.62K | +0.4% | $13.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Captrust Financial Advisors | 252.48K | +0.4% | $11.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | UBS Group AG | 243.47K | -5.4% | $11.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | UBS Group AG | 243.47K | -5.4% | $11.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | UBS Group AG | 243.47K | -5.4% | $11.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Mariner, LLC | 226.85K | -0.5% | $10.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 159.69K | +7.2% | $7.32M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Creative Planning | 157.28K | +2.8% | $7.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Creative Planning | 157.28K | +2.8% | $7.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Bank of New York Mellon Corp | 150.47K | +6.8% | $6.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 150.47K | +6.8% | $6.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 126.58K | +9.4% | $5.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 126.58K | +9.4% | $5.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 126.58K | +9.4% | $5.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 126.58K | +9.4% | $5.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 126.58K | +9.4% | $5.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Cerity Partners LLC | 120.62K | +0.1% | $5.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Cerity Partners LLC | 120.62K | +0.1% | $5.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Cerity Partners LLC | 120.62K | +0.1% | $5.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Focus Partners Wealth | 115.50K | +4.1% | $5.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | HighTower Advisors, LLC | 112.39K | -4.1% | $5.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Jones Financial Companies Lllp | 97.71K | +38.3% | $4.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Envestnet Asset Management Inc | 82.87K | +6.5% | $3.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Commonwealth Equity Services, Llc | 81.47K | -68.5% | $3.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Ameriprise Financial Inc | 78.93K | +1.9% | $3.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Ameriprise Financial Inc | 78.93K | +1.9% | $3.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Mercer Global Advisors Inc /Adv | 57.95K | -59.9% | $2.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Fidelity (FMR) ✦ | 55.59K | +11.5% | $2.55M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 51 | Osaic Holdings, Inc. | 54.46K | 0.0% | $2.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Osaic Holdings, Inc. | 54.46K | 0.0% | $2.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Osaic Holdings, Inc. | 54.46K | 0.0% | $2.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Quantinno Capital Management LP | 52.22K | +7.4% | $2.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Rockefeller Capital Management L.P. | 48.85K | +34.1% | $2.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Rockefeller Capital Management L.P. | 48.85K | +34.1% | $2.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Rockefeller Capital Management L.P. | 48.85K | +34.1% | $2.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | TD Waterhouse Canada Inc. | 47.07K | -14.8% | $2.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Susquehanna International Group, Llp | 33.30K | +581.1% | $1.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Us Bancorp \De\ | 33.19K | +4.1% | $1.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Northwestern Mutual Wealth… | 28.48K | -1.2% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Corient Private Wealth LP | 24.26K | -48.0% | $1.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Citigroup Inc | 20.10K | +0.2% | $921,799 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Northern Trust Corp | 18.42K | +11.9% | $844,925 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Northern Trust Corp | 18.42K | +11.9% | $844,925 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | First Manhattan Co. Llc. | 15.65K | 신규 | $717,957 | 0.0% | New | 1 | SEC ↗ |
| 67 | Wealthfront Advisers LLC | 15.46K | +19.7% | $709,104 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Lido Advisors, LLC | 14.99K | -43.1% | $687,787 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | UBS AM, a distinct business unit of… | 13.91K | +645.9% | $638,098 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | BlackRock ✦ (패시브) | 12.42K | +145.3% | $569,659 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 71 | BlackRock ✦ (패시브) | 12.42K | +145.3% | $569,659 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 72 | Cwm, Llc | 11.98K | +97.1% | $549,706 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Stifel Financial Corp | 8.43K | +3.2% | $386,765 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Stifel Financial Corp | 8.43K | +3.2% | $386,765 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Blair William & Co/Il | 7.12K | 0.0% | $326,672 | 0.0% | Held | 2 | SEC ↗ |
| 76 | Brown Advisory Inc | 6.50K | -9.6% | $297,926 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | CIBC Bancorp USA Inc. | 6.47K | — | $296,779 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | CIBC Bancorp USA Inc. | 6.47K | — | $296,779 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Bank Of Montreal /Can/ | 5.77K | +5.0% | $264,578 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Bank Of Montreal /Can/ | 5.77K | +5.0% | $264,578 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Fifth Third Bancorp | 5.27K | 신규 | $241,753 | 0.0% | New | 1 | SEC ↗ |
| 82 | Assetmark, Inc | 5.02K | -7.0% | $230,359 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Pnc Financial Services Group, Inc. | 4.65K | 0.0% | $213,204 | 0.0% | Held | 2 | SEC ↗ |
| 84 | Pnc Financial Services Group, Inc. | 4.65K | 0.0% | $213,204 | 0.0% | Held | 2 | SEC ↗ |
| 85 | Russell Investments Group, Ltd. | 1.34K | -20.4% | $61,328 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| First Manhattan Co. Llc. | $717,957 | 0.0% |
| Fifth Third Bancorp | $241,753 | 0.0% |
청산됨
| Citadel Advisors | $832,812 | 이었음 0.0% |
| Goldman Sachs Group | $706,889 | 이었음 0.0% |
| Truist Financial Corp | $225,505 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 317 보유 기관, 23.30M 주식, $1.06B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q1 2026 ·
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