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Portfolio (Quarterly) Guide ↗

BNP PARIBAS ASSET MANAGEMENT Holding S.A.

· CIK 0001520354
13F Portfolio $99.8B AUM 4,206 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 117 New 764 Added 1233 Reduced 118 Exited
Page 94 of 113  ·  2,257 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1861 GNW GENWORTH FINL INC Financial Services 3,958.0 $37K -1K -26.2% $9.47 +4.3%
1862 SOUN SOUNDHOUND AI INC Technology 5,780.0 $37K -843.0 -12.7% $6.47 +13.1%
1863 HBNC HORIZON BANCORP IND Financial Services 1,871.0 $37K -178.0 -8.7% $19.98 -2.2%
1864 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 1,504.0 $37K -730.0 -32.7% $24.83 -13.4%
1865 WBI WATERBRIDGE INFRASTRUCTURE L Energy 1,084.0 $37K NEW $34.27 -7.5%
1866 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 1,994.0 $37K -474.0 -19.2% $18.57 -26.5%
1867 SFNC SIMMONS FIRST NATL CORP Financial Services 1,629.0 $37K -246.0 -13.1% $22.65 +1.6%
1868 TRS TRIMAS CORP Consumer Cyclical 815.0 $37K +429.0 +111.1% $45.03 -12.5%
1869 BCC BOISE CASCADE CO DEL Basic Materials 472.0 $37K -233.0 -33.0% $77.63 +6.2%
1870 LOAR LOAR HOLDINGS INC Industrials 454.0 $37K -6.0 -1.3% $80.61 -7.0%
1871 BIOHAVEN LTD 2,457.0 $37K -341.0 -12.2% $14.88
1872 LNN LINDSAY CORP Industrials 295.0 $37K -27.0 -8.4% $123.80 -6.2%
1873 SUPN SUPERNUS PHARMACEUTICALS Healthcare 785.0 $37K -137.0 -14.9% $46.51 -1.4%
1874 HMN HORACE MANN EDUCATORS CORP N Financial Services 706.0 $36K +174.0 +32.7% $51.65 -2.0%
1875 FBK FB FINL CORP Financial Services 657.0 $36K -63.0 -8.8% $55.35 +6.0%
1876 PTON PELOTON INTERACTIVE INC Consumer Cyclical 6,116.0 $36K +111.0 +1.9% $5.91 -8.5%
1877 PUMP PROPETRO HLDG CORP Energy 2,512.0 $36K -277.0 -9.9% $14.34 -21.0%
1878 UTI UNIVERSAL TECHNICAL INST INC Consumer Defensive 834.0 $36K -285.0 -25.5% $42.77 -47.7%
1879 THE BALDWIN INSURANCE GRP IN 1,342.0 $36K -326.0 -19.5% $26.58
1880 REX REX AMERICAN RES CORP Basic Materials 789.0 $36K NEW $45.15 -1.1%
Page 94 of 113  ·  2,257 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 42.5%
Healthcare 12.5%
Financial Services 10.3%
Consumer Cyclical 8.9%
Industrials 7.9%
Communication Services 6.2%
Consumer Defensive 3.1%
Real Estate 2.6%
Basic Materials 2.4%
Utilities 1.9%