VFQY
nom en attente d'intégration au profil
Données momentum (gérants comparables) : étendue des détenteurs 0.0% · flux d'actions +14.1% · nouvelles positions nettes 0.0% — formule
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q2 2026
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| 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 | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 74.97K | -0.4% | $12.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 40.82K | +109.2% | $6.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 40.82K | +109.2% | $6.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 36.19K | +29.2% | $6.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 20.86K | -6.8% | $3.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 20.86K | -6.8% | $3.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Corient Private Wealth LP | 17.13K | +32.5% | $2.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 16.82K | +13.7% | $2.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 16.82K | +13.7% | $2.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Two Sigma Investments ✦ | 8.60K | -43.8% | $1.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Creative Planning | 3.45K | 0.0% | $588,194 | 0.0% | Held | 3 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 3.17K | +40.1% | $543,161 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 3.02K | -8.9% | $514,570 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 2.95K | +0.2% | $502,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 2.95K | +0.2% | $502,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Cerity Partners LLC | 2.74K | -0.8% | $467,105 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 1.87K | +3.8% | $317,007 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 1.55K | Nouveau | $263,347 | 0.0% | New | 1 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 1.52K | +0.1% | $259,002 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 1.00K | 0.0% | $170,290 | 0.0% | Held | 3 | SEC ↗ |
| 21 | UBS Group AG | 409 | +7.3% | $69,649 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Fifth Third Bancorp | 388 | -21.5% | $66,073 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 335 | 0.0% | $57,047 | 0.0% | Held | 4 | SEC ↗ |
| 24 | Blair William & Co/Il | 170 | 0.0% | $28,949 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 161 | +1.3% | $27,417 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 82 | +8100.0% | $13,879 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 82 | +8100.0% | $13,879 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 42 | 0.0% | $7,152 | 0.0% | Held | 3 | SEC ↗ |
| 29 | BlackRock ✦ (passif) | 1 | 0.0% | $156 | 0.0% | Held | 3 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Mml Investors Services, Llc | $263,347 | 0.0% |
Sorti(e)
| Fidelity (FMR) | $46 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 96 détenteurs, 1.08M actions, $155.54M déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.