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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 198 of 287  ·  5,728 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3941 DNLI Denali Therapeutics Inc Healthcare 15,497.0 $256K NEW $16.51 +12.9%
3942 SPEM SPDR Portfolio Emerging Markets ETF 5,464.0 $256K NEW $46.81 +9.8%
3943 ORC Orchid Island Capital Inc Real Estate 35,448.0 $255K NEW $7.20 -6.1%
3944 TRS TriMas Corp Consumer Cyclical 7,198.0 $255K NEW $35.45 +13.2%
3945 MDU MDU Resources Group Inc Industrials 13,052.0 $255K NEW $19.52 +13.5%
3946 NAVI Navient Corp Financial Services 19,558.0 $254K NEW $13.00 -35.1%
3947 DLX Deluxe Corp Communication Services 11,355.0 $254K NEW $22.33 +6.3%
3948 DFH Dream Finders Homes Inc Consumer Cyclical 14,779.0 $253K NEW $17.10 -14.7%
3949 OBNK Origin Bancorp Inc Financial Services 6,712.0 $252K NEW $37.61 -23.9%
3950 SIVR abrdn Physical Silver Shares ETF Financial Services 3,732.0 $252K NEW $67.64 +6.2%
3951 VYGR Voyager Therapeutics Inc Healthcare 64,195.0 $252K NEW $3.93 -3.3%
3952 EFV iShares MSCI EAFE Value ETF 3,529.0 $252K NEW $71.41 +10.1%
3953 HY Hyster-Yale Inc Industrials 8,468.0 $252K NEW $29.71 +14.0%
3954 HTFL HeartFlow Inc Healthcare 8,600.0 $251K NEW $29.15 +1.2%
3955 FA First Advantage Corp Industrials 17,186.0 $250K NEW $14.53 +6.1%
3956 STKL SunOpta Inc Consumer Defensive 65,703.0 $250K NEW $3.80 +71.1%
3957 RF CALL Regions Financial Corp Financial Services 92.0 $249K NEW $2710.00 -99.0%
3958 ECVT Ecovyst Inc Basic Materials 25,400.0 $247K NEW $9.73 +41.9%
3959 ICLN PUT iShares Global Clean Energy ETF 150.0 $246K NEW $1643.00 -98.6%
3960 INDY iShares India 50 ETF 5,000.0 $246K NEW $49.29 -13.7%
Page 198 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%