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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 227 of 291  ·  5,804 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4521 M Evo Global Acquisition Corp II 218,325.0 $74K NEW $0.34
4522 OPTU Optimum Communications Inc Communication Services 56,345.0 $73K -815.0 -1.4% $1.30 -49.1%
4523 Digital Asset Acquisition Corp 194,799.0 $73K $0.38
4524 INTT inTEST Corp Technology 5,336.0 $73K +3K +137.9% $13.65 +37.3%
4525 Inflection Point Acquisition Corp. V 122,083.0 $73K $0.59
4526 NEWT NewtekOne Inc Financial Services 6,628.0 $73K -9K -56.2% $10.95 +22.2%
4527 ACRE Ares Commercial Real Estate Corp Real Estate 15,116.0 $73K +3K +26.6% $4.80 -0.4%
4528 NEWP New Pacific Metals Corp Basic Materials 17,489.0 $72K NEW $4.14 +15.2%
4529 RCKY Rocky Brands Inc Consumer Cyclical 1,865.0 $72K -81.0 -4.2% $38.72 -7.7%
4530 Sizzle Acquisition Corp II 411,978.0 $72K $0.17
4531 Silicon Valley Acquisition Corp 251,760.0 $72K NEW $0.28
4532 Affirm Holdings Inc 74,000.0 $72K -145K -66.2% $0.97
4533 Atlanta Braves Holdings Inc 1,518.0 $72K -652.0 -30.1% $47.15
4534 ALIT Alight Inc Technology 122,766.0 $72K -87K -41.6% $0.58 +40.4%
4535 Iron Horse Acquisition II Corp 526,392.0 $71K NEW $0.14
4536 Twelve Seas Investment Co III 417,832.0 $71K NEW $0.17
4537 TH Target Hospitality Corp Industrials 7,624.0 $71K -81K -91.4% $9.28 +92.9%
4538 MNDO Mind CTI Ltd Technology 61,480.0 $71K -11K -14.9% $1.15 -20.0%
4539 Cal Redwood Acquisition Corp 318,798.0 $70K $0.22
4540 PDLB Ponce Financial Group Inc Financial Services 4,197.0 $70K -253.0 -5.7% $16.71 +11.1%
Page 227 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%