VFQY
nome in attesa di acquisizione nel profilo
Input di momentum (manager comparabili): ampiezza dei detentori 0.0% · flusso azionario +14.1% · nuove posizioni nette 0.0% — formula
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q2 2026
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| 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 | — |
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Nuovo | $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 ✦ (passivo) | 1 | 0.0% | $156 | 0.0% | Held | 3 | SEC ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| Mml Investors Services, Llc | $263,347 | 0.0% |
Uscito
| Fidelity (FMR) | $46 | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 96 detentori, 1.08M azioni, $155.54M dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.