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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 210 of 291  ·  5,804 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4181 CERS Cerus Corp Healthcare 82,129.0 $149K -15K -15.9% $1.82 +53.6%
4182 EVER EverQuote Inc Communication Services 9,652.0 $149K -13K -58.1% $15.42 +25.1%
4183 STGW Stagwell Inc Communication Services 23,524.0 $148K -712.0 -2.9% $6.29 +9.5%
4184 HNRG Hallador Energy Co Energy 9,067.0 $148K +2K +24.0% $16.28 +19.9%
4185 CQQQ Invesco China Technology ETF 3,203.0 $147K -195K -98.4% $46.02 +16.8%
4186 FRPH FRP Holdings Inc Real Estate 6,728.0 $147K -1K -16.3% $21.88 +2.9%
4187 ZUMZ Zumiez Inc Consumer Cyclical 6,600.0 $146K -21K -76.5% $22.16 +13.1%
4188 LAW CS Disco Inc Technology 38,259.0 $146K +31K +430.9% $3.82 -2.1%
4189 MPB Mid Penn Bancorp Inc Financial Services 4,539.0 $146K +74.0 +1.7% $32.16 +1.9%
4190 Brookfield Business Corp 4,604.0 $146K NEW $31.64
4191 DFVX Dimensional US Large Cap Vector ETF 1,957.0 $145K +424.0 +27.7% $74.30 +10.9%
4192 DKL Delek Logistics Partners LP Energy 2,919.0 $145K +1K +69.6% $49.76 +1.6%
4193 WRD WeRide Inc Technology 17,825.0 $144K +4K +25.9% $8.09 -10.4%
4194 AFYA Afya Ltd Consumer Defensive 9,646.0 $143K -3K -21.2% $14.87 -8.2%
4195 GigCapital7 Corp 450,534.0 $143K $0.32
4196 WASH Washington Trust Bancorp Inc Financial Services 4,269.0 $143K +177.0 +4.3% $33.46 -2.9%
4197 QURE uniQure NV Healthcare 8,734.0 $143K -213K -96.0% $16.35 +53.7%
4198 RES RPC Inc Energy 20,137.0 $143K -45K -69.3% $7.08 -3.5%
4199 PICK iShares MSCI Global Metals & Mining Producers ETF 2,516.0 $142K +97.0 +4.0% $56.59 +15.7%
4200 ZGN Ermenegildo Zegna NV Consumer Cyclical 13,656.0 $142K -4K -21.0% $10.42 +37.2%
Page 210 of 291  ·  5,804 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%