证券记录 · 已归档季度
PSF
名称等待档案录入
16被追踪持有人
0Δ持有人
1.77M持有股份
$35.61M报告持仓市值
+1新建仓位
−1清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 -9.0% · 净新建仓位 0.0% — 公式
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 16 | 0 | 1.77M | $35.61M | +1 | −1 |
| Q1 2026 | 16 | +2 | 1.94M | $37.68M | +2 | — |
| Q4 2025 | 14 | 0 | 1.90M | $38.53M | — | — |
| Q3 2025 | 1 | — | 798.85K | $16.60M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 655.03K | -24.1% | $13.19M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 655.03K | -24.1% | $13.19M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 655.03K | -24.1% | $13.19M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 655.03K | -24.1% | $13.19M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | UBS Group AG | 360.74K | +2.5% | $7.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | UBS Group AG | 360.74K | +2.5% | $7.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 170.55K | +4.4% | $3.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 170.55K | +4.4% | $3.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Invesco Ltd. | 161.04K | +5.0% | $3.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 90.84K | +11.8% | $1.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 86.18K | +5.5% | $1.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 75.94K | +1.6% | $1.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 39.33K | +1.5% | $791,832 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 34.11K | +0.4% | $686,607 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 34.11K | +0.4% | $686,607 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Truist Financial Corp | 33.08K | +0.1% | $665,883 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 27.43K | -1.8% | $552,263 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Us Bancorp \De\ | 14.91K | 0.0% | $300,158 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 12.93K | +1.7% | $260,256 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Fifth Third Bancorp | 4.82K | -62.2% | $96,962 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 1.36K | 新增 | $27,437 | 0.0% | New | 1 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 500 | 0.0% | $10,065 | 0.0% | Held | 3 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Northwestern Mutual Wealth… | $27,437 | 0.0% |
已清仓
| BlackRock | $353 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 55 持有人, 3.26M 股份, $62.94M 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2026 ·
方法论 ·
通过API获取此数据