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Security record

PRFZ

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
57Tracked holders
+7Δ holders
13.01MShares held
$724.91MReported value
+7New positions
−0Exits
Strongly Rising 5 quarters of rising tracked shares ●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +14.0% · share flow +1.5% · net new positions +12.3%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank Of America Corp /De/ 2.83M -1.0% $157.79M 0.0% ▼ Trim 3 SEC ↗
2 Bank Of America Corp /De/ 2.83M -1.0% $157.79M 0.0% ▼ Trim 3 SEC ↗
3 Bank Of America Corp /De/ 2.83M -1.0% $157.79M 0.0% ▼ Trim 3 SEC ↗
4 Bank Of America Corp /De/ 2.83M -1.0% $157.79M 0.0% ▼ Trim 3 SEC ↗
5 Bank Of America Corp /De/ 2.83M -1.0% $157.79M 0.0% ▼ Trim 3 SEC ↗
6 LPL Financial LLC 1.40M +1.4% $77.98M 0.0% ▲ Add 3 SEC ↗
7 Morgan Stanley 1.30M +9.2% $72.56M 0.0% ▲ Add 4 SEC ↗
8 Morgan Stanley 1.30M +9.2% $72.56M 0.0% ▲ Add 4 SEC ↗
9 Morgan Stanley 1.30M +9.2% $72.56M 0.0% ▲ Add 4 SEC ↗
10 Morgan Stanley 1.30M +9.2% $72.56M 0.0% ▲ Add 4 SEC ↗
11 Cetera Investment Advisers 1.03M +0.3% $57.71M 0.1% ▲ Add 3 SEC ↗
12 Wells Fargo & Company/Mn 1.03M +10.7% $57.50M 0.0% ▲ Add 3 SEC ↗
13 Wells Fargo & Company/Mn 1.03M +10.7% $57.50M 0.0% ▲ Add 3 SEC ↗
14 Raymond James Financial Inc 1.01M -4.2% $56.37M 0.0% ▼ Trim 3 SEC ↗
15 Raymond James Financial Inc 1.01M -4.2% $56.37M 0.0% ▼ Trim 3 SEC ↗
16 Royal Bank Of Canada 767.86K +9.2% $42.82M 0.0% ▲ Add 3 SEC ↗
17 Royal Bank Of Canada 767.86K +9.2% $42.82M 0.0% ▲ Add 3 SEC ↗
18 Royal Bank Of Canada 767.86K +9.2% $42.82M 0.0% ▲ Add 3 SEC ↗
19 Wealth Enhancement Advisory… 422.43K +2.5% $23.05M 0.0% ▲ Add 3 SEC ↗
20 Baird Financial Group, Inc. 288.25K -2.2% $16.08M 0.0% ▼ Trim 3 SEC ↗
21 Baird Financial Group, Inc. 288.25K -2.2% $16.08M 0.0% ▼ Trim 3 SEC ↗
22 Captrust Financial Advisors 247.80K -1.9% $13.82M 0.0% ▼ Trim 3 SEC ↗
23 UBS Group AG 241.39K -0.8% $13.46M 0.0% ▼ Trim 3 SEC ↗
24 UBS Group AG 241.39K -0.8% $13.46M 0.0% ▼ Trim 3 SEC ↗
25 UBS Group AG 241.39K -0.8% $13.46M 0.0% ▼ Trim 3 SEC ↗
26 AQR Capital Management 224.73K +40.7% $12.53M 0.0% ▲ Add 5 SEC ↗
27 Mariner, LLC 223.91K -1.3% $12.49M 0.0% ▼ Trim 3 SEC ↗
28 Creative Planning 163.04K +3.7% $9.09M 0.0% ▲ Add 3 SEC ↗
29 Creative Planning 163.04K +3.7% $9.09M 0.0% ▲ Add 3 SEC ↗
30 Bank of New York Mellon Corp 153.22K +1.8% $8.54M 0.0% ▲ Add 3 SEC ↗
31 Bank of New York Mellon Corp 153.22K +1.8% $8.54M 0.0% ▲ Add 3 SEC ↗
32 JPMorgan Chase 154.16K +21.8% $8.52M 0.0% ▲ Add 4 SEC ↗
33 JPMorgan Chase 154.16K +21.8% $8.52M 0.0% ▲ Add 4 SEC ↗
34 JPMorgan Chase 154.16K +21.8% $8.52M 0.0% ▲ Add 4 SEC ↗
35 JPMorgan Chase 154.16K +21.8% $8.52M 0.0% ▲ Add 4 SEC ↗
36 JPMorgan Chase 154.16K +21.8% $8.52M 0.0% ▲ Add 4 SEC ↗
37 JPMorgan Chase 154.16K +21.8% $8.52M 0.0% ▲ Add 4 SEC ↗
38 Cerity Partners LLC 123.55K +2.4% $6.89M 0.0% ▲ Add 3 SEC ↗
39 Cerity Partners LLC 123.55K +2.4% $6.89M 0.0% ▲ Add 3 SEC ↗
40 Cerity Partners LLC 123.55K +2.4% $6.89M 0.0% ▲ Add 3 SEC ↗
41 Invesco Ltd. 115.88K -67.8% $6.46M 0.0% ▼ Trim 3 SEC ↗
42 Invesco Ltd. 115.88K -67.8% $6.46M 0.0% ▼ Trim 3 SEC ↗
43 HighTower Advisors, LLC 115.15K +2.5% $6.42M 0.0% ▲ Add 3 SEC ↗
44 Ameriprise Financial Inc 103.68K +31.4% $5.78M 0.0% ▲ Add 3 SEC ↗
45 Ameriprise Financial Inc 103.68K +31.4% $5.78M 0.0% ▲ Add 3 SEC ↗
46 Jones Financial Companies Lllp 104.43K +6.9% $5.72M 0.0% ▲ Add 3 SEC ↗
47 Focus Partners Wealth 95.86K -17.0% $5.35M 0.0% ▼ Trim 3 SEC ↗
48 Quantinno Capital Management LP 92.42K +77.0% $5.15M 0.0% ▲ Add 3 SEC ↗
49 Envestnet Asset Management Inc 88.62K +7.0% $4.94M 0.0% ▲ Add 3 SEC ↗
50 Commonwealth Equity Services, Llc 80.04K -1.8% $4.46M 0.0% ▼ Trim 3 SEC ↗
51 Mercer Global Advisors Inc /Adv 63.13K +8.9% $3.52M 0.0% ▲ Add 3 SEC ↗
52 Osaic Holdings, Inc. 59.76K +9.7% $3.33M 0.0% ▲ Add 3 SEC ↗
53 Osaic Holdings, Inc. 59.76K +9.7% $3.33M 0.0% ▲ Add 3 SEC ↗
54 Osaic Holdings, Inc. 59.76K +9.7% $3.33M 0.0% ▲ Add 3 SEC ↗
55 Fidelity (FMR) 58.06K +4.4% $3.24M 0.0% ▲ Add 5 SEC ↗
56 Rockefeller Capital Management L.P. 46.32K -5.2% $2.58M 0.0% ▼ Trim 3 SEC ↗
57 Rockefeller Capital Management L.P. 46.32K -5.2% $2.58M 0.0% ▼ Trim 3 SEC ↗
58 Rockefeller Capital Management L.P. 46.32K -5.2% $2.58M 0.0% ▼ Trim 3 SEC ↗
59 TD Waterhouse Canada Inc. 44.02K -6.5% $2.45M 0.0% ▼ Trim 3 SEC ↗
60 Citadel Advisors 34.23K New $1.91M 0.0% New 1 SEC ↗
61 Us Bancorp \De\ 32.44K -2.3% $1.81M 0.0% ▼ Trim 3 SEC ↗
62 Northwestern Mutual Wealth… 29.36K +3.1% $1.64M 0.0% ▲ Add 3 SEC ↗
63 Goldman Sachs Group 27.35K New $1.53M 0.0% New 1 SEC ↗
64 Citigroup Inc 21.86K +8.8% $1.22M 0.0% ▲ Add 3 SEC ↗
65 Northern Trust Corp 16.26K -11.7% $906,820 0.0% ▼ Trim 3 SEC ↗
66 Northern Trust Corp 16.26K -11.7% $906,820 0.0% ▼ Trim 3 SEC ↗
67 Corient Private Wealth LP 15.34K -36.7% $855,740 0.0% ▼ Trim 3 SEC ↗
68 First Manhattan Co. Llc. 15.27K -2.5% $851,552 0.0% ▼ Trim 2 SEC ↗
69 BlackRock (passive) 13.97K +12.5% $778,996 0.0% ▲ Add 5 SEC ↗
70 BlackRock (passive) 13.97K +12.5% $778,996 0.0% ▲ Add 5 SEC ↗
71 UBS AM, a distinct business unit of… 13.76K -1.1% $767,451 0.0% ▼ Trim 3 SEC ↗
72 Wealthfront Advisers LLC 13.69K -11.4% $763,659 0.0% ▼ Trim 3 SEC ↗
73 Lido Advisors, LLC 13.27K -11.5% $740,112 0.0% ▼ Trim 3 SEC ↗
74 Blair William & Co/Il 12.65K +77.6% $705,306 0.0% ▲ Add 3 SEC ↗
75 Stifel Financial Corp 8.55K +1.4% $476,601 0.0% ▲ Add 3 SEC ↗
76 Stifel Financial Corp 8.55K +1.4% $476,601 0.0% ▲ Add 3 SEC ↗
77 Susquehanna International Group, Llp 7.93K -76.2% $442,368 0.0% ▼ Trim 3 SEC ↗
78 Bank Of Montreal /Can/ 7.69K +33.2% $428,649 0.0% ▲ Add 3 SEC ↗
79 Bank Of Montreal /Can/ 7.69K +33.2% $428,649 0.0% ▲ Add 3 SEC ↗
80 Bank Of Montreal /Can/ 7.69K +33.2% $428,649 0.0% ▲ Add 3 SEC ↗
81 Bank Of Montreal /Can/ 7.69K +33.2% $428,649 0.0% ▲ Add 3 SEC ↗
82 Brown Advisory Inc 6.50K 0.0% $362,226 0.0% Held 3 SEC ↗
83 CIBC Bancorp USA Inc. 5.75K -11.2% $320,454 0.0% ▼ Trim 2 SEC ↗
84 CIBC Bancorp USA Inc. 5.75K -11.2% $320,454 0.0% ▼ Trim 2 SEC ↗
85 Fifth Third Bancorp 5.27K -0.1% $293,712 0.0% ▼ Trim 2 SEC ↗
86 Assetmark, Inc 4.97K -1.1% $277,121 0.0% ▼ Trim 3 SEC ↗
87 Truist Financial Corp 4.34K New $241,821 0.0% New 1 SEC ↗
88 Mml Investors Services, Llc 4.14K New $231,181 0.0% New 1 SEC ↗
89 Two Sigma Investments 4.10K New $228,657 0.0% New 1 SEC ↗
90 Pnc Financial Services Group, Inc. 3.91K -15.9% $218,116 0.0% ▼ Trim 3 SEC ↗
91 Qube Research & Technologies Ltd 3.23K New $180,249 0.0% New 1 SEC ↗
92 Russell Investments Group, Ltd. 1.60K +20.0% $89,446 0.0% ▲ Add 3 SEC ↗
93 Allspring Global Investments… 427 New $23,545 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Citadel Advisors $1.91M 0.0%
Goldman Sachs Group $1.53M 0.0%
Truist Financial Corp $241,821 0.0%
Mml Investors Services, Llc $231,181 0.0%
Two Sigma Investments $228,657 0.0%
Qube Research & Technologies… $180,249 0.0%
Allspring Global Investments… $23,545 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 317 holders, 23.30M shares, $1.06B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API