Effectdossier · gearchiveerd kwartaal
PSK
naam in afwachting van profielverwerking
39Gevolgde houders
+2Δ houders
7.63MGehouden aandelen
$235.16MGerapporteerde waarde
+4Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.4% ·
aandelenstroom -7.9% ·
netto nieuwe posities +5.1%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 66.97K | $1.88M | n/a | n/a |
| Q2 2026 | 36 | -1 | 7.66M | $233.75M | +3 | −5 |
| Q1 2026 | 39 | +2 | 7.63M | $235.16M | +4 | −2 |
| Q4 2025 | 37 | -1 | 8.28M | $262.78M | n/a | −1 |
| Q3 2025 | 5 | 0 | 1.34M | $44.26M | n/a | n/a |
| Q2 2025 | 3 | +2 | 57.74K | $1.83M | +2 | n/a |
| Q4 2024 | 1 | +1 | 5.19K | $171,284 | +1 | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 1.38M | +3.7% | $42.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 1.07M | -0.5% | $32.86M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Royal Bank Of Canada | 892.92K | -0.9% | $27.54M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 4 | Bank of New York Mellon Corp | 853.02K | -19.8% | $26.31M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 5 | Envestnet Asset Management Inc | 601.51K | +2.9% | $18.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 444.46K | -6.8% | $13.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 398.82K | -33.8% | $12.30M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Lido Advisors, LLC | 270.23K | -3.8% | $8.33M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 9 | Bank Of America Corp /De/ | 259.44K | +14.4% | $8.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | UBS Group AG | 256.72K | -60.5% | $7.92M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 11 | Cetera Investment Advisers | 214.76K | +90.6% | $6.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Truist Financial Corp | 172.38K | -3.4% | $5.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Pnc Financial Services Group, Inc. | 112.90K | +4.3% | $3.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Charles Schwab Investment… | 98.28K | -6.5% | $3.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 86.20K | -0.4% | $2.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 80.32K | -2.9% | $2.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 70.13K | +60.6% | $2.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Deutsche Bank Ag\ | 48.27K | +56.2% | $1.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 19 | Rockefeller Capital Management L.P. | 45.31K | -1.3% | $1.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 40.09K | -8.8% | $1.24M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 21 | Bank Of Montreal /Can/ | 39.51K | -2.1% | $1.22M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | JPMorgan Chase ✦ | 37.06K | +20.6% | $1.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Mariner, LLC | 22.21K | -30.5% | $684,879 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 24 | Cwm, Llc | 17.04K | +185.0% | $525,474 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 16.92K | -3.9% | $521,947 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Us Bancorp \De\ | 14.53K | +7.5% | $448,199 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | Fifth Third Bancorp | 14.42K | Nieuw | $444,836 | 0.0% | New | 1 | SEC ↗ |
| 28 | Mercer Global Advisors Inc /Adv | 9.70K | +18.9% | $299,009 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Cerity Partners LLC | 8.89K | Nieuw | $274,198 | 0.0% | New | 1 | SEC ↗ |
| 30 | Creative Planning | 8.57K | +2.2% | $264,298 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 8.41K | -5.5% | $259,688 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 8.01K | +4.8% | $247,015 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Gotham Asset Management ✦ | 7.73K | 0.0% | $238,455 | 0.0% | Held | 4 | SEC ↗ |
| 34 | Commonwealth Equity Services, Llc | 7.64K | -32.1% | $235,530 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Citadel Advisors ✦ | 7.00K | -82.7% | $216,034 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 36 | HighTower Advisors, LLC | 6.61K | Nieuw | $203,729 | 0.0% | New | 1 | SEC ↗ |
| 37 | National Bank Of Canada /Fi/ | 450 | 0.0% | $13,878 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Citigroup Inc | 300 | 0.0% | $9,252 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Bnp Paribas Financial Markets | 15 | Nieuw | $463 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Fifth Third Bancorp | $444,836 | 0.0% |
| Cerity Partners LLC | $274,198 | 0.0% |
| HighTower Advisors, LLC | $203,729 | 0.0% |
| Bnp Paribas Financial Markets | $463 | 0.0% |
Verlaten
| Hrt Financial Lp | $411,000 | was 0.0% |
| Jane Street Group, Llc | $229,499 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 158 houders, 12.18M aandelen, $364.41M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q1 2026 ·
Methodologie ·
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