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Holding67 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Banks - Regional Financial Services | $47.9M 5.99% | -$11.6M Sold | 0.209% 901.6K shares | 1.1M → 901.6K −$11.6M | -19.43% | $22.9B Large Cap | Q3 2018 Held for 7y 2m | |
Asset Management Financial Services | $44.6M 5.58% | +$10.7M Bought | 0.259% 1.4M shares | 1.1M → 1.4M +$10.7M | +31.43% | $17.3B Large Cap | Q1 2024 Held for 1y 8m | |
Insurance - Life Financial Services | $44.0M 5.51% | -$16.8M Sold | 0.576% 1.1M shares | 1.5M → 1.1M −$16.8M | -27.58% | $7.6B Mid Cap | Q4 2023 Held for 1y 11m | |
Financial - Conglomerates Financial Services | $42.0M 5.25% | +$4.0M Bought | 0.582% 561.6K shares | 507.5K → 561.6K +$4.0M | +10.66% | $7.2B Mid Cap | Q1 2024 Held for 1y 8m | |
Insurance - Life Financial Services | $39.1M 4.89% | +$5.4M Bought | 0.071% 474.9K shares | 409.8K → 474.9K +$5.4M | +15.88% | $54.8B Large Cap | Q1 2023 Held for 2y 8m | |
Insurance - Life Financial Services | $36.3M 4.54% | +$36.3M Bought | 0.099% 350.2K shares | — | — | $36.5B Large Cap | Q2 2024 Held for 1y 5m | |
Insurance - Diversified Financial Services | $36.2M 4.52% | +$8.0M Bought | 0.238% 712.5K shares | 554.0K → 712.5K +$8.0M | +28.61% | $15.2B Large Cap | Q3 2018 Held for 7y 2m | |
Banks - Regional Financial Services | $35.3M 4.41% | +$19.8M Bought | 0.56% 531.7K shares | 232.7K → 531.7K +$19.8M | +128.54% | $6.3B Mid Cap | Q1 2025 Held for 8 months | |
Banks - Regional Financial Services | $31.6M 3.96% | +$8.4M Bought | 0.321% 532.6K shares | 391.8K → 532.6K +$8.4M | +35.94% | $9.9B Mid Cap | Q3 2021 Held for 4y 2m | |
Insurance - Life Financial Services | $30.3M 3.78% | +$14.8M Bought | 0.229% 389.5K shares | 199.0K → 389.5K +$14.8M | +95.7% | $13.2B Large Cap | Q2 2025 Held for 5 months | |
Banks - Diversified Financial Services | $28.3M 3.54% | -$14.1M Sold | 0.007% 549.0K shares | 821.9K → 549.0K −$14.1M | -33.21% | $382.12B Mega Cap | Q4 2024 Held for 11 months | |
Financial - Capital Markets Financial Services | $27.9M 3.49% | +$16.1M Bought | 0.241% 246.2K shares | 104.0K → 246.2K +$16.1M | +136.79% | $11.6B Large Cap | Q4 2024 Held for 11 months | |
Banks - Regional Financial Services | $25.6M 3.2% | +$25.6M New | 0.298% 1.2M shares | 0 → 1.2M +$25.6M | New | $8.6B Mid Cap | Q3 2025 Held for 2 months | |
Banks - Diversified Financial Services | $23.7M 2.96% | -$38.4M Sold | 0.013% 233.7K shares | 612.7K → 233.7K −$38.4M | -61.86% | $186.85B Large Cap | Q4 2024 Held for 11 months | |
Banks - Regional Financial Services | $21.8M 2.72% | -$26.8M Sold | 0.19% 963.3K shares | 2.1M → 963.3K −$26.8M | -55.14% | $11.5B Large Cap | Q3 2023 Held for 2y 2m | |
REIT - Mortgage Real Estate | $20.5M 2.56% | +$8.4M Bought | 1.28% 1.7M shares | 986.6K → 1.7M +$8.4M | +69.19% | $1.6B Small Cap | Q1 2024 Held for 1y 8m | |
Banks - Regional Financial Services | $19.9M 2.48% | +$19.9M New | 0.649% 622.6K shares | 0 → 622.6K +$19.9M | New | $3.1B Mid Cap | Q3 2025 Held for 2 months | |
Specialty Business Services Industrials | $17.7M 2.21% | +$6.0M Bought | 0.088% 212.9K shares | 140.6K → 212.9K +$6.0M | +51.42% | $20.2B Large Cap | Q3 2024 Held for 1y 2m | |
REIT - Mortgage Real Estate | $17.6M 2.2% | +$17.6M Bought | 1.71% 1.8M shares | — | — | $1.0B Small Cap | Q3 2025 Held for 2 months | |
Banks - Regional Financial Services | $17.2M 2.16% | +$10.2M Bought | 0.172% 174.6K shares | 71.5K → 174.6K +$10.2M | +144.04% | $10.0B Large Cap | Q2 2025 Held for 5 months | |
REIT - Retail Real Estate | $16.3M 2.04% | +$16.3M Bought | 0.111% 748.6K shares | — | — | $14.8B Large Cap | Q3 2025 Held for 2 months | |
REIT - Mortgage Real Estate | $15.4M 1.92% | -$5.8M Sold | 0.119% 762.2K shares | 1.1M → 762.2K −$5.8M | -27.41% | $13.0B Large Cap | Q3 2023 Held for 2y 2m | |
Banks - Regional Financial Services | $15.4M 1.92% | +$15.4M New | 1.23% 620.3K shares | 0 → 620.3K +$15.4M | New | $1.2B Small Cap | Q3 2025 Held for 2 months | |
Insurance - Diversified Financial Services | $15.0M 1.88% | +$15.0M Bought | 0.035% 191.5K shares | — | — | $43.5B Large Cap | Q3 2025 Held for 2 months | |
REIT - Residential Real Estate | $14.5M 1.81% | +$14.5M Bought | 0.088% 103.6K shares | — | — | $16.4B Large Cap | Q3 2025 Held for 2 months | |
Software - Application Technology | $12.7M 1.59% | +$12.7M Bought | 0.493% 512.8K shares | — | — | $2.6B Mid Cap | Q1 2025 Held for 8 months | |
REIT - Industrial Real Estate | $11.0M 1.38% | +$11.0M New | 0.316% 901.2K shares | 0 → 901.2K +$11.0M | New | $3.5B Mid Cap | Q3 2025 Held for 2 months | |
Banks - Regional Financial Services | $10.8M 1.35% | +$10.8M New | 1.31% 445.8K shares | 0 → 445.8K +$10.8M | New | $821.3M Small Cap | Q3 2025 Held for 2 months | |
Insurance - Reinsurance Financial Services | $10.7M 1.34% | +$10.7M New | 0.085% 56.0K shares | 0 → 56.0K +$10.7M | New | $12.7B Large Cap | Q3 2025 Held for 2 months | |
Banks - Regional Financial Services | $9.3M 1.16% | +$9.3M New | 0.258% 512.7K shares | 0 → 512.7K +$9.3M | New | $3.6B Mid Cap | Q3 2025 Held for 2 months | |
Software - Application Technology | $7.6M 0.955% | -$1.2M Sold | 0.244% 282.0K shares | 327.4K → 282.0K −$1.2M | -13.86% | $3.1B Mid Cap | Q3 2024 Held for 1y 2m | |
Software - Application Technology | $7.6M 0.944% | +$7.6M Bought | 0.167% 104.4K shares | — | — | $4.5B Mid Cap | Q3 2025 Held for 2 months | |
Banks - Regional Financial Services | $7.3M 0.907% | +$7.3M New | 3.25% 315.4K shares | 0 → 315.4K +$7.3M | New | $223.8M Micro Cap | Q3 2025 Held for 2 months | |
Banks - Regional Financial Services | $5.6M 0.706% | +$5.6M New | 0.161% 153.1K shares | 0 → 153.1K +$5.6M | New | $3.5B Mid Cap | Q3 2025 Held for 2 months | |
Unknown Unknown | $4.4M 0.556% | +$4.4M New | 0.758% 260.6K shares | 0 → 260.6K +$4.4M | New | $586.9M Small Cap | Q3 2025 Held for 2 months | |
Unknown Unknown | $3.1M 0.391% | +$3.1M New | 1.12% 122.6K shares | 0 → 122.6K +$3.1M | New | $278.9M Micro Cap | Q3 2025 Held for 2 months | |
Insurance - Life Financial Services | $2.4M 0.302% | +$2.4M New | 0.066% 271.9K shares | 0 → 271.9K +$2.4M | New | $3.7B Mid Cap | Q3 2025 Held for 2 months | |
Waste Management Industrials | $2.1M 0.264% | +$412.3K Bought | 0.003% 9.2K shares | 7.4K → 9.2K +$412.3K | +24.23% | $71.6B Large Cap | Q4 2022 Held for 2y 11m | |
Software - Infrastructure Technology | $1.9M 0.231% | +$448.7K Bought | 0.0% 3.6K shares | 2.7K → 3.6K +$448.7K | +32.02% | $3.85T Mega Cap | Q4 2023 Held for 1y 11m | |
Medical - Devices Healthcare | $1.8M 0.221% | +$1.8M New | 0.001% 18.1K shares | 0 → 18.1K +$1.8M | New | $144.66B Large Cap | Q3 2025 Held for 2 months | |
Financial - Credit Services Financial Services | $1.8M 0.219% | +$210.1K Bought | 0.0% 5.1K shares | 4.5K → 5.1K +$210.1K | +13.62% | $662.60B Mega Cap | Q2 2025 Held for 5 months | |
Waste Management Industrials | $1.7M 0.218% | +$207.0K Bought | 0.002% 7.9K shares | 7.0K → 7.9K +$207.0K | +13.44% | $89.0B Large Cap | Q1 2025 Held for 8 months | |
Medical - Distribution Healthcare | $1.7M 0.212% | -$337.6K Sold | — 5.4K shares | 6.5K → 5.4K −$337.6K | -16.58% | — — | Q4 2022 Held for 2y 11m | |
Medical - Distribution Healthcare | $1.3M 0.16% | +$1.3M New | 0.001% 1.7K shares | 0 → 1.7K +$1.3M | New | $96.1B Large Cap | Q3 2025 Held for 2 months | |
Specialty Business Services Industrials | $1.2M 0.156% | +$1.2M New | 0.002% 6.1K shares | 0 → 6.1K +$1.2M | New | $82.7B Large Cap | Q3 2025 Held for 2 months | |
Medical - Instruments & Supplies Healthcare | $1.1M 0.139% | +$91.2K Bought | 0.001% 2.5K shares | 2.3K → 2.5K +$91.2K | +8.9% | $160.32B Large Cap | Q1 2025 Held for 8 months | |
Engineering & Construction Industrials | $1.0M 0.131% | +$1.0M New | 0.002% 2.5K shares | 0 → 2.5K +$1.0M | New | $61.8B Large Cap | Q3 2025 Held for 2 months | |
Industrial - Machinery Industrials | $881.5K 0.11% | +$881.5K New | 0.006% 4.9K shares | 0 → 4.9K +$881.5K | New | $13.9B Large Cap | Q3 2025 Held for 2 months | |
Industrial - Machinery Industrials | $835.4K 0.104% | -$120.7K Sold | 0.002% 5.7K shares | 6.5K → 5.7K −$120.7K | -12.63% | $35.9B Large Cap | Q2 2023 Held for 2y 5m | |
Electrical Equipment & Parts Industrials | $808.9K 0.101% | +$808.9K New | 0.001% 5.4K shares | 0 → 5.4K +$808.9K | New | $57.6B Large Cap | Q3 2025 Held for 2 months |
