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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 88 of 117  ·  2,339 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1741 FBRT Franklin BSP Realty Trust Inc Real Estate 18,203.0 $155K -938.0 -4.9% $8.49 +2.5%
1742 NFBK Northfield Bancorp Inc Financial Services 11,376.0 $154K -2K -17.7% $13.54 +4.4%
1743 Mechanics Bancorp 10,422.0 $154K -233.0 -2.2% $14.75
1744 JBI Janus International Group Inc Industrials 29,396.0 $151K -2K -6.8% $5.15 -3.2%
1745 KBDC Kayne Anderson BDC Inc Financial Services 10,905.0 $150K -34K -75.5% $13.72 +7.4%
1746 CERS Cerus Corp Healthcare 82,129.0 $149K -15K -15.9% $1.82 +45.6%
1747 EVER EverQuote Inc Communication Services 9,652.0 $149K -13K -58.1% $15.42 +18.8%
1748 STGW Stagwell Inc Communication Services 23,524.0 $148K -712.0 -2.9% $6.29 -2.0%
1749 CQQQ Invesco China Technology ETF 3,203.0 $147K -195K -98.4% $46.02 +16.9%
1750 FRPH FRP Holdings Inc Real Estate 6,728.0 $147K -1K -16.3% $21.88 +2.9%
1751 ZUMZ Zumiez Inc Consumer Cyclical 6,600.0 $146K -21K -76.5% $22.16 +3.4%
1752 AFYA Afya Ltd Consumer Defensive 9,646.0 $143K -3K -21.2% $14.87 -4.9%
1753 QURE uniQure NV Healthcare 8,734.0 $143K -213K -96.0% $16.35 +50.2%
1754 RES RPC Inc Energy 20,137.0 $143K -45K -69.3% $7.08 -0.4%
1755 ZGN Ermenegildo Zegna NV Consumer Cyclical 13,656.0 $142K -4K -21.0% $10.42 +28.2%
1756 AROW Arrow Financial Corp Financial Services 4,236.0 $142K -1K -19.4% $33.57 +7.9%
1757 BRT BRT Apartments Corp Real Estate 10,625.0 $142K -419.0 -3.8% $13.34 +8.6%
1758 ABSI Absci Corp Healthcare 47,212.0 $142K -748K -94.1% $3.00 +65.0%
1759 SAMG Silvercrest Asset Management Group Inc Financial Services 10,538.0 $142K -4K -25.1% $13.44 -12.4%
1760 NRIM Northrim BanCorp Inc Financial Services 6,158.0 $141K -24K -79.7% $22.88 +5.9%
Page 88 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%