SWZ
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.1% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 12 | +1 | 1.16M | $6.92M | +4 | −3 |
| Q1 2026 | 11 | -1 | 903.12K | $5.35M | — | −1 |
| Q4 2025 | 12 | 0 | 2.35M | $14.60M | — | — |
| Q3 2025 | 3 | 0 | 74.36K | $452,119 | — | — |
| Q2 2025 | 1 | 0 | 16.05K | $101,744 | — | — |
| Q1 2025 | 1 | 0 | 16.05K | $147,963 | — | — |
| Q4 2024 | 1 | 0 | 16.05K | $120,200 | — | — |
| Q3 2024 | 1 | 0 | 16.05K | $143,630 | — | — |
| Q2 2024 | 1 | — | 16.05K | $129,507 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Allspring Global Investments… | 2.13M | — | $13.23M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 82.46K | — | $512,900 | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 42.27K | -20.5% | $262,936 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | GAMCO Investors ✦ | 32.10K | +100.0% | $199,637 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 5 | UBS Group AG | 21.07K | — | $131,080 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 13.94K | — | $86,707 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 12.44K | — | $77,342 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 10.56K | — | $65,715 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Bank Of America Corp /De/ | 2.79K | — | $17,354 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 2.58K | -50.0% | $16,054 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 249 | — | $2,000 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Pnc Financial Services Group, Inc. | 24 | — | $149 | 0.0% | n/c | 1 | 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): 41 holders, 4.95M shares, $29.61M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
Director · 2.00K sh @ 5.76 · $11,530
Officer, Director · President and CEO · 1.00K sh @ 5.76 · $5,760
Officer, Director · President and CEO · 9.00K sh @ 5.77 · $51,930
Officer, Director · President and CEO · 2.35K sh @ 5.82 · $13,683
Officer, Director · President and CEO · 7.65K sh @ 5.81 · $44,441
Director · 3.00K sh @ 5.98 · $17,940
Officer · Secretary · 1.37K sh @ 5.93 · $8,100
Officer · Secretary · 1.70K sh @ 5.93 · $10,080
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology