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Security record

VBF

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025
16Tracked holders
0Δ holders
1.60MShares held
$24.27MReported value
+1New positions
−1Exits
Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +8.0% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 16 0 1.60M $24.27M +1 −1
Q1 2026 16 0 1.48M $22.21M
Q4 2025 16 0 1.32M $20.32M
Q3 2025 1 199.89K $3.15M
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Allspring Global Investments… 397.72K +35.0% $6.03M 0.0% ▲ Add 3 SEC ↗
2 Jones Financial Companies Lllp 382.75K +36.3% $5.78M 0.0% ▲ Add 3 SEC ↗
3 Morgan Stanley 173.16K -16.3% $2.63M 0.0% ▼ Trim 4 SEC ↗
4 Morgan Stanley 173.16K -16.3% $2.63M 0.0% ▼ Trim 4 SEC ↗
5 Wells Fargo & Company/Mn 158.07K +1.6% $2.40M 0.0% ▲ Add 3 SEC ↗
6 Wells Fargo & Company/Mn 158.07K +1.6% $2.40M 0.0% ▲ Add 3 SEC ↗
7 Invesco Ltd. 137.61K -10.1% $2.09M 0.0% ▼ Trim 3 SEC ↗
8 Raymond James Financial Inc 95.26K +44.3% $1.44M 0.0% ▲ Add 3 SEC ↗
9 Raymond James Financial Inc 95.26K +44.3% $1.44M 0.0% ▲ Add 3 SEC ↗
10 Bank Of America Corp /De/ 67.48K -0.9% $1.02M 0.0% ▼ Trim 3 SEC ↗
11 LPL Financial LLC 58.76K -5.6% $890,847 0.0% ▼ Trim 3 SEC ↗
12 Royal Bank Of Canada 35.42K -6.5% $537,000 0.0% ▼ Trim 3 SEC ↗
13 Osaic Holdings, Inc. 23.39K 0.0% $354,610 0.0% Held 3 SEC ↗
14 UBS Group AG 23.02K -9.7% $348,998 0.0% ▼ Trim 3 SEC ↗
15 UBS Group AG 23.02K -9.7% $348,998 0.0% ▼ Trim 3 SEC ↗
16 UBS Group AG 23.02K -9.7% $348,998 0.0% ▼ Trim 3 SEC ↗
17 Ameriprise Financial Inc 22.93K +13.4% $347,661 0.0% ▲ Add 3 SEC ↗
18 Citadel Advisors 12.92K New $195,867 0.0% New 1 SEC ↗
19 Commonwealth Equity Services, Llc 11.12K -9.2% $168,500 0.0% ▼ Trim 3 SEC ↗
20 Fifth Third Bancorp 2.54K 0.0% $38,476 0.0% Held 3 SEC ↗
21 Pnc Financial Services Group, Inc. 513 -87.3% $7,775 0.0% ▼ Trim 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Citadel Advisors $195,867 0.0%

Exited

Citigroup Inc $1.06M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 48 holders, 4.20M shares, $46.62M 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: Q2 2026 · Methodology · Get this via the API