VFQY
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss -4.6% · neue Nettopositionen 0.0% — Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | 0 | 238.27K | $40.58M | +1 | −1 |
| Q1 2026 | 25 | 0 | 209.13K | $31.21M | +3 | −3 |
| Q4 2025 | 25 | 0 | 238.84K | $36.67M | +1 | −1 |
| Q3 2025 | 5 | +2 | 18.46K | $2.78M | +2 | — |
| Q1 2025 | 1 | 0 | 3.66K | $488,774 | — | — |
| Q4 2024 | 1 | +1 | 2.60K | $366,455 | +1 | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 77.78K | — | $11.93M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 39.88K | — | $6.12M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 39.88K | — | $6.12M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 39.27K | — | $6.02M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Corient Private Wealth LP | 24.38K | — | $3.74M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Corient Private Wealth LP | 24.38K | — | $3.74M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 14.14K | — | $2.17M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 14.14K | — | $2.17M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 14.14K | — | $2.17M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 8.86K | — | $1.36M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 8.86K | — | $1.36M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 5.31K | — | $814,761 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 4.61K | 0.0% | $707,527 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 4.39K | — | $693,266 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 4.08K | — | $625,390 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Creative Planning | 3.63K | — | $556,256 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Jane Street Group, Llc | 3.31K | — | $507,941 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 2.96K | — | $455,000 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 2.96K | — | $455,000 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 1.79K | -64.7% | $274,604 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Cerity Partners LLC | 1.61K | — | $246,529 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 1.00K | — | $153,410 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | UBS Group AG | 756 | — | $115,978 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 457 | +22.5% | $70,108 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Cwm, Llc | 245 | — | $38,000 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Blair William & Co/Il | 170 | — | $26,080 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 160 | — | $24,545 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 42 | — | $6,443 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 20 | — | $3,108 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 20 | — | $3,108 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | BlackRock ✦ (passiv) | 1 | Neu | $141 | 0.0% | New | 1 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 0 | — | $47 | 0.0% | Held | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| BlackRock | $141 | 0.0% |
Ausgestiegen
| Two Sigma Investments | $1.27M | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 96 Inhaber, 1.08M Anteile, $155.54M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.