UBCP
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +3.9% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 15 | 0 | 301.13K | $4.78M | +2 | −2 |
| Q1 2026 | 16 | -1 | 289.94K | $4.41M | +1 | −2 |
| Q4 2025 | 17 | 0 | 295.15K | $4.24M | n/a | n/a |
| Q3 2025 | 6 | +1 | 192.42K | $2.69M | +1 | n/a |
| Q2 2025 | 4 | 0 | 164.14K | $2.45M | n/a | n/a |
| Q1 2025 | 1 | -1 | 52.42K | $703,751 | n/a | −1 |
| Q4 2024 | 2 | +1 | 61.46K | $791,803 | +1 | n/a |
| Q3 2024 | 1 | 0 | 49.13K | $645,235 | n/a | n/a |
| Q2 2024 | 1 | n/a | 51.15K | $642,079 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 112.92K | +24.2% | $1.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passief) | 54.76K | +10.2% | $869,886 | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 3 | Dimensional Fund Advisors Lp | 45.51K | +0.8% | $722,683 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | BlackRock ✦ (passief) | 29.19K | +19.1% | $463,600 | 0.0% | ▲ Add | 5 | SEC ↗ ×4 |
| 5 | Susquehanna International Group, Llp | 18.06K | +10.4% | $286,840 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 14.76K | +0.1% | $234,342 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Northern Trust Corp | 10.45K | -54.4% | $165,962 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 9.03K | 0.0% | $143,413 | 0.0% | Held | 4 | SEC ↗ ×3 |
| 9 | Osaic Holdings, Inc. | 3.17K | +23.1% | $50,426 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Russell Investments Group, Ltd. | 2.20K | -13.8% | $34,920 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | UBS Group AG | 430 | +1.2% | $6,828 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Jones Financial Companies Lllp | 400 | Nieuw | $6,540 | 0.0% | New | 1 | SEC ↗ |
| 13 | Fidelity (FMR) ✦ | 220 | 0.0% | $3,497 | 0.0% | Held | 5 | SEC ↗ |
| 14 | Barclays Plc | 14 | Nieuw | $222 | 0.0% | New | 1 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 0 | -100.0% | $5 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Jones Financial Companies Lllp | $6,540 | 0.0% |
| Barclays Plc | $222 | 0.0% |
Verlaten
| Citadel Advisors | $162,428 | was 0.0% |
| Citigroup Inc | $15 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 32 houders, 672.94K aandelen, $10.24M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.