13FBOX
JAMES FINL GRP · 13F 机构持仓分析
期权收益计算器 机构排行

JAMES FINL GRP

BOTJ
持有机构数
45
机构合计市值 (Q2 2026)
$3,683.6万
机构合计股数 (Q2 2026)
144.1万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+24.1万股
30 · 18 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-15.2万股
9 · 0 清仓 · ≈
⚖️ 净额
+8.9万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3,683.6万
持有机构数
45
新买入
18
加仓
12
减仓
9
清仓
0
持股不变
6
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
Fourthstone LLC
6.12%1.35%#1$860.0万33.4万股$794.1万38.5万股-5.1万股-13.23%减仓
PETTYJOHN, WOOD & WHITE, INC
0.81%0.74%#3$558.5万21.9万股$462.0万22.4万股-5,400股-2.41%减仓
先锋领航VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#26$406.4万15.9万股$329.1万16.0万股-516股-0.32%减仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.01%0.01%#10$367.4万14.4万股$303.5万14.7万股-3,333股-2.26%减仓
Daytona Street Capital LLC
1.46%2.48%#2$200.6万7.9万股$322.1万15.7万股-7.8万股-49.67%减仓
North Reef 资本管理North Reef Capital Management LP
0.05%#6$127.9万5.0万股$00股+5.0万股新买入
Geode资本管理GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#29$107.7万4.2万股$73.1万3.5万股+6,747股+19.03%加仓
桥道资本管理BRIDGEWAY CAPITAL MANAGEMENT, LLC
0.02%0.02%#7$96.2万3.8万股$74.7万3.6万股+1,444股+3.98%加仓
维度基金顾问DIMENSIONAL FUND ADVISORS LP
<0.01%<0.01%#20$94.8万3.7万股$68.9万3.3万股+3,720股+11.12%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#27$89.5万3.5万股$00股+3.5万股新买入
文艺复兴科技RENAISSANCE TECHNOLOGIES LLC
<0.01%#16$77.0万3.0万股$00股+3.0万股新买入
Empowered FundsEmpowered Funds, LLC
<0.01%<0.01%#12$63.0万2.5万股$47.9万2.3万股+1,444股+6.21%加仓
贝莱德BlackRock, Inc.
<0.01%<0.01%#37$61.8万2.4万股$22.2万1.1万股+1.3万股+124.31%加仓
先锋信托VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#22$61.2万2.4万股$53.2万2.6万股-1,861股-7.20%减仓
第一曼哈顿FIRST MANHATTAN CO. LLC.
<0.01%<0.01%#15$56.9万2.2万股$46.0万2.2万股00.00%持仓不变
LPL金融LPL Financial LLC
<0.01%<0.01%#24$48.6万1.9万股$29.5万1.4万股+4,734股+33.06%加仓
Krilogy Financial LLC
0.01%0.02%#8$48.2万1.9万股$65.3万2.9万股-1.0万股-34.60%减仓
Hillsdale Investment Management Inc.
0.01%#9$43.4万1.7万股$00股+1.7万股新买入
MontVue Capital Management, Inc.
0.2%0.18%#4$33.9万1.3万股$25.8万1.3万股+770股+6.15%加仓
ACADIAN ASSET MANAGEMENT LLC
<0.01%<0.01%#17$32.3万1.3万股$4.0万2,030股+1.1万股+522.81%加仓
RFG - Bristol Wealth Advisors, LLC
0.07%0.06%#5$29.1万1.1万股$23.4万1.1万股+47股+0.41%加仓
Fiduciary信托FIDUCIARY TRUST CO
<0.01%#13$25.6万1.0万股$00股+1.0万股新买入
马歇尔·韦斯MARSHALL WACE, LLP
<0.01%#18$24.5万9,615股$00股+9,615股新买入
北方信托NORTHERN TRUST CORP
<0.01%#33$23.2万9,095股$00股+9,095股新买入
道富集团STATE STREET CORP
<0.01%#38$22.2万8,700股$00股+8,700股新买入
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%#30$22.0万8,640股$00股+8,640股新买入
Plancorp, LLC
0.01%#11$21.5万8,250股$00股+8,250股新买入
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#34$16.2万6,350股$13.1万6,343股+7股+0.11%加仓
大西洋联合银行Atlantic Union Bankshares Corp
<0.01%<0.01%#14$15.3万6,000股$12.4万6,000股00.00%持仓不变
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%#21$14.2万5,548股$00股+5,548股新买入
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#39$10.2万4,010股$6.3万4,025股-15股-0.37%减仓
先锋环球顾问Vanguard Global Advisers, LLC
<0.01%<0.01%#32$7.4万2,910股$10.0万4,831股-1,921股-39.76%减仓
未来资产环球投资Mirae Asset Global Investments Co., Ltd.
<0.01%#28$4.3万1,701股$00股+1,701股新买入
洛杉矶资本管理LOS ANGELES CAPITAL MANAGEMENT LLC
<0.01%#23$3.6万1,416股$00股+1,416股新买入
罗素投资集团Russell Investments Group, Ltd.
<0.01%#35$2.5万1,019股$00股+1,019股新买入
瑞银集团UBS Group AG
<0.01%<0.01%#41$2.2万853股$1,23660股+793股+1,321.67%加仓
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#25$1.2万476股$9,820476股00.00%持仓不变
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#31$8,238323股$00股+323股新买入
Tower Research Capital LLC (TRC)
<0.01%<0.01%#19$7,758304股$2,946143股+161股+112.59%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#40$7,353300股$6,180300股00.00%持仓不变
摩根大通JPMORGAN CHASE & CO
<0.01%#43$2,00181股$00股+81股新买入
巴克莱BARCLAYS PLC
<0.01%#44$38315股$00股+15股新买入
富达投资FMR LLC
<0.01%<0.01%#45$1285股$1035股00.00%持仓不变
Caitong International Asset Management Co., Ltd
<0.01%#36$1024股$00股+4股新买入
SBI Securities Co., Ltd.
<0.01%<0.01%#42$512股$412股00.00%持仓不变

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