Security record · archived quarter
REFA
name pending profile ingest
5Tracked holders
0Δ holders
239.10KShares held
$5.07MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -4.2% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 85.31K | +70.5% | $1.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | UBS Group AG | 50.00K | 0.0% | $1.06M | 0.0% | Held | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 50.00K | 0.0% | $1.06M | 0.0% | Held | 2 | SEC ↗ |
| 4 | Goldman Sachs Group ✦ | 45.00K | -10.0% | $954,342 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 8.79K | -82.2% | $186,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 5 holders, 239.10K shares, $5.07M 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: Q1 2026 ·
Methodology ·
Get this via the API