Signals

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☆CUSIP:315911750

41 in-universe funds with a nonzero position in CUSIP:315911750 within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#24729
Score / z-0.225 / -0.29
Consensus10.63 over 22 funds
Momentumno 12m return

Price & positioning

No cached price history for this ticker yet — the price-cache warm job has not reached it. Not the same as a flat price.
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
–
Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆CARRET ASSET MANAGEMENT, LLC CIK 0000791490 0.516 309 0.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRACE & WHITE INC /NY CIK 0000903064 0.450 133 0.0 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Texas Capital Bancshares Inc/TX CIK 0001077428 0.478 416 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
☆PUZO MICHAEL J CIK 0001053914 0.425 66 0.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WOODSTOCK CORP CIK 0001008877 0.579 163 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McMillan Office, Inc. CIK 0002109205 0.725 507 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mengis Capital Management, Inc. CIK 0001609674 0.345 218 0.0 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NORTH POINT PORTFOLIO MANAGERS CORP/OH CIK 0001105344 0.412 79 0.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RIVERBRIDGE PARTNERS LLC CIK 0001112325 0.623 198 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
☆Financial Concepts Unlimited, Inc. CIK 0002112099 0.686 44 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FULTON BANK, N.A. CIK 0000883782 0.643 694 0.0 0.2% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆TOWER BRIDGE ADVISORS CIK 0001278249 0.478 222 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hemenway Trust Co LLC CIK 0001494234 0.632 135 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NEVILLE RODIE & SHAW INC CIK 0000071210 0.610 244 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CENTRAL BANK & TRUST CO CIK 0001175954 0.437 185 0.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Companies, Inc. (FGCO) CIK 0001377167 0.307 1040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MAGNOLIA CAPITAL MANAGEMENT LTD CIK 0001802361 0.480 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.7 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Estabrook Capital Management CIK 0001344717 0.502 344 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOODY LYNN LIEBERSON & WALKER, LLC CIK 0000938592 0.648 264 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.1% 1 +0.1 pp +0.1 pp -0.0 pp +0.1 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Sippican Capital Advisors CIK 0001557406 0.154 111 0.0 1.7% 5 +0.1 pp +0.2 pp +0.1 pp +0.1 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DUMONT & BLAKE INVESTMENT ADVISORS LLC CIK 0001287618 0.379 204 0.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequent Asset Management, LLC CIK 0001509550 0.594 89 0.0 23.0% 4 +0.1 pp -0.1 pp -0.8 pp +23.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just CUSIP:315911750). Qtrs Held counts distinct quarters this fund has actually held CUSIP:315911750 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:315911750 position size. Δ columns are the percentage-point change in CUSIP:315911750's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status