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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 87 of 117  ·  2,339 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1721 OPRT Oportun Financial Corp Financial Services 37,520.0 $173K -320K -89.5% $4.61 +16.9%
1722 Core Laboratories Inc 10,203.0 $171K -179.0 -1.7% $16.79
1723 BLZE Backblaze Inc Technology 49,237.0 $170K -23K -32.2% $3.45 +115.2%
1724 NX Quanex Building Products Corp Industrials 9,445.0 $170K -10K -52.3% $17.97 -5.5%
1725 KBWB Invesco KBW Bank ETF 2,125.0 $168K -853K -99.8% $79.12 +8.1%
1726 PKST Peakstone Realty Trust Real Estate 7,921.0 $165K -4K -31.2% $20.89 +0.5%
1727 INDI indie Semiconductor Inc Technology 50,128.0 $161K -2K -4.1% $3.22 +22.7%
1728 IIIN Insteel Industries Inc Industrials 4,789.0 $161K -139.0 -2.8% $33.61 -24.2%
1729 QTUM Defiance Quantum ETF 1,500.0 $161K -1K -40.0% $107.30 +34.6%
1730 LGIH LGI Homes Inc Consumer Cyclical 4,059.0 $160K -8K -66.7% $39.53 +7.1%
1731 TALK Talkspace Inc Healthcare 30,872.0 $160K -375.0 -1.2% $5.18 +0.3%
1732 HRTG Heritage Insurance Holdings Inc Financial Services 6,071.0 $159K -104.0 -1.7% $26.25 -12.0%
1733 FHN CALL First Horizon Corp Financial Services 70.0 $159K -50K -99.9% $2276.00 -98.9%
1734 FMNB Farmers National Banc Corp Financial Services 12,021.0 $158K -4K -23.3% $13.16 +6.4%
1735 RWT Redwood Trust Inc Real Estate 27,964.0 $157K -1K -4.8% $5.61 -5.4%
1736 BRSP BrightSpire Capital Inc Real Estate 27,922.0 $156K -1K -4.2% $5.60 +1.7%
1737 KRNY Kearny Financial CorpMD Financial Services 20,640.0 $156K -891.0 -4.1% $7.55 +7.5%
1738 VXX iPath Series B S&P 500 VIX Short-Term Futures ETN Financial Services 4,363.0 $156K -30K -87.4% $35.70 -24.1%
1739 VNET Vnet Group Inc Technology 18,476.0 $155K -939.0 -4.8% $8.39 +22.5%
1740 ONDS Ondas Inc Technology 17,096.0 $155K -20K -54.3% $9.04 +4.3%
Page 87 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%