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Portfolio (Quarterly) Guide ↗

BNP PARIBAS FINANCIAL MARKETS

· CIK 0001166588
13F Portfolio $220.7B AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5728 New
Page 172 of 287  ·  5,728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3421 SMBK SmartFinancial Inc Financial Services 17,459.0 $646K NEW $36.99 +13.2%
3422 SRI Stoneridge Inc Consumer Cyclical 111,421.0 $645K NEW $5.79 +29.9%
3423 FEZ CALL SPDR EURO STOXX 50 ETF 100.0 $644K NEW $6439.00 -98.9%
3424 NBTB NBT Bancorp Inc Financial Services 15,464.0 $642K NEW $41.52 +12.2%
3425 IVT InvenTrust Properties Corp Real Estate 22,696.0 $640K NEW $28.21 +17.0%
3426 CVBF CVB Financial Corp Financial Services 34,417.0 $640K NEW $18.60 +11.7%
3427 ALT Altimmune Inc Healthcare 177,305.0 $640K NEW $3.61 -18.8%
3428 PUBM PubMatic Inc Technology 72,119.0 $640K NEW $8.87 +18.8%
3429 IEUR iShares Core MSCI Europe ETF 8,998.0 $639K NEW $70.98 +7.6%
3430 KBDC Kayne Anderson BDC Inc Financial Services 44,475.0 $637K NEW $14.32 +3.4%
3431 MTDR CALL Matador Resources Co Energy 150.0 $637K NEW $4244.00 -98.7%
3432 NOG Northern Oil & Gas Inc Energy 29,559.0 $635K NEW $21.47 +4.1%
3433 TROX Tronox Holdings PLC Basic Materials 152,163.0 $635K NEW $4.17 +83.5%
3434 IGV CALL iShares Expanded Tech-Software Sector ETF 60.0 $634K NEW $10569.00 -99.1%
3435 IGV PUT iShares Expanded Tech-Software Sector ETF 60.0 $634K NEW $10569.00 -99.1%
3436 Avadel Pharmaceuticals PLC 29,420.0 $634K NEW $21.55
3437 FAF First American Financial Corp Financial Services 10,314.0 $634K NEW $61.44 +10.9%
3438 UVV Universal Corp VA Consumer Defensive 12,008.0 $633K NEW $52.75 +3.4%
3439 Corp Inmobiliaria Vesta SAB de CV 20,768.0 $633K NEW $30.49
3440 PBI Pitney Bowes Inc Industrials 59,805.0 $632K NEW $10.57 +46.7%
Page 172 of 287  ·  5,728 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.9%
Financial Services 13.7%
Consumer Cyclical 12.3%
Healthcare 10.0%
Communication Services 9.1%
Industrials 8.2%
Consumer Defensive 4.2%
Energy 3.1%
Utilities 2.3%
Basic Materials 2.2%