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Portfolio (Quarterly) Guide ↗

BNP PARIBAS FINANCIAL MARKETS

· CIK 0001166588
13F Portfolio $205.8B AUM 17,681 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 581 New 2339 Added 2339 Reduced 505 Exited
Page 80 of 117  ·  2,339 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 QS QuantumScape Corp Consumer Cyclical 53,127.0 $339K -2.1M -97.5% $6.38 +14.4%
1582 Etoro Group Ltd 11,280.0 $339K -46K -80.2% $30.03
1583 AIN Albany International Corp Consumer Cyclical 6,411.0 $335K -215.0 -3.2% $52.21 +15.4%
1584 UFPT UFP Technologies Inc Healthcare 1,718.0 $333K -52.0 -2.9% $193.60 +12.2%
1585 CRI Carter's Inc Consumer Cyclical 9,265.0 $331K -10K -52.3% $35.76 -0.1%
1586 MSBI Midland States Bancorp Inc Financial Services 14,829.0 $331K -1K -7.0% $22.31 +19.0%
1587 SILA Sila Realty Trust Inc Real Estate 13,890.0 $329K -2K -12.5% $23.68 +29.0%
1588 Safehold Inc 24,290.0 $329K -1K -5.2% $13.53
1589 MRTN Marten Transport Ltd Industrials 25,021.0 $329K -122K -83.0% $13.13 +22.8%
1590 HOV Hovnanian Enterprises Inc Consumer Cyclical 2,955.0 $328K -12K -80.1% $110.91 -15.1%
1591 JCI CALL JOHNSON CONTROLS INTERNATIONAL PLC ORDINARY SHARES Industrials 25.0 $327K -59.0 -70.2% $13095.00 -99.0%
1592 GABC German American Bancorp Inc Financial Services 7,813.0 $327K -201.0 -2.5% $41.79 +2.1%
1593 ARI Apollo Commercial Real Estate Finance Inc Real Estate 30,897.0 $326K -532.0 -1.7% $10.56 +2.5%
1594 Enviri Corp 16,592.0 $326K -749.0 -4.3% $19.62
1595 ARLO Arlo Technologies Inc Industrials 22,767.0 $324K -2K -8.5% $14.23 -8.3%
1596 U-Haul Holding Co 7,104.0 $317K -29K -80.5% $44.67
1597 FMBH First Mid Bancshares Inc Financial Services 7,700.0 $317K -250.0 -3.1% $41.19 +3.3%
1598 KC Kingsoft Cloud Holdings Ltd Technology 23,502.0 $314K -101K -81.1% $13.36 +9.2%
1599 AUR Aurora Innovation Inc Technology 75,983.0 $313K -2.6M -97.2% $4.12 +72.8%
1600 PSTL Postal Realty Trust Inc Real Estate 16,834.0 $312K -822.0 -4.7% $18.56 +25.0%
Page 80 of 117  ·  2,339 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 32.3%
Financial Services 14.5%
Consumer Cyclical 10.5%
Healthcare 10.1%
Industrials 9.0%
Communication Services 8.0%
Consumer Defensive 4.3%
Energy 4.0%
Basic Materials 2.5%
Utilities 2.5%