Ficha del valor · trimestre archivado
RFG
nombre pendiente de incorporación al perfil
29Tenedores rastreados
-1Δ titulares
910.31KAcciones mantenidas
$47.76MValor declarado
+0Nuevas posiciones
−1Cierres
Señales de momentum (gestores comparables):
amplitud de titulares -3.3% ·
flujo de acciones -1.2% ·
nuevas posiciones netas -3.4%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 | -1 | 954.73K | $61.57M | +1 | −2 |
| Q1 2026 | 32 | +3 | 886.77K | $48.61M | +3 | — |
| Q4 2025 | 29 | -1 | 910.31K | $47.76M | — | −1 |
| Q3 2025 | 5 | +1 | 264.19K | $13.46M | +1 | — |
| Q2 2025 | 1 | -1 | 6.66K | $324,822 | — | −1 |
| Q1 2025 | 1 | +1 | 10.94K | $479,369 | +1 | — |
| Q3 2024 | 1 | 0 | 12.23K | $601,595 | — | — |
| Q2 2024 | 1 | — | 13.99K | $682,061 | — | — |
Quién lo tiene en cartera · Q4 2025
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 221.74K | -0.6% | $11.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 221.74K | -0.6% | $11.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 184.97K | — | $9.70M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 68.02K | — | $3.57M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 68.02K | — | $3.57M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 56.20K | — | $2.95M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 56.20K | — | $2.95M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 56.20K | — | $2.95M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 56.20K | — | $2.95M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Corient Private Wealth LP | 44.33K | — | $2.32M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Corient Private Wealth LP | 44.33K | — | $2.32M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 42.65K | — | $2.24M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 35.84K | — | $1.88M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | UBS Group AG | 35.64K | — | $1.87M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | UBS Group AG | 35.64K | — | $1.87M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 35.64K | — | $1.87M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 31.57K | — | $1.66M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 31.57K | — | $1.66M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Raymond James Financial Inc | 26.23K | — | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Raymond James Financial Inc | 26.23K | — | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cetera Investment Advisers | 24.88K | — | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 22.83K | +59.1% | $1.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Royal Bank Of Canada | 22.21K | — | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Royal Bank Of Canada | 22.21K | — | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | HighTower Advisors, LLC | 17.83K | — | $934,756 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mercer Global Advisors Inc /Adv | 12.52K | — | $656,700 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 10.40K | — | $574,921 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 8.60K | — | $451,048 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Envestnet Asset Management Inc | 8.04K | — | $421,721 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Stifel Financial Corp | 7.85K | — | $411,681 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Stifel Financial Corp | 7.85K | — | $411,681 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Stifel Financial Corp | 7.85K | — | $411,681 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 7.65K | +15.0% | $401,003 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 6.07K | — | $318,131 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Susquehanna International Group, Llp | 3.88K | — | $203,501 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Creative Planning | 3.86K | — | $202,315 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Jones Financial Companies Lllp | 3.25K | — | $170,676 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 878 | — | $46,038 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 878 | — | $46,038 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Blair William & Co/Il | 859 | — | $45,042 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 650 | -38.5% | $34,083 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 650 | -38.5% | $34,083 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Citigroup Inc | 650 | — | $34,083 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Cwm, Llc | 215 | — | $11,000 | 0.0% | n/c | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Citadel Advisors | $970,716 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 112 tenedores, 1.83M acciones, $98.25M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Frecuentemente cotituladas
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q4 2025 ·
Metodología ·
Obtener esto a través de la API