Signals

CUSIP:315911750

31 in-universe funds with a nonzero position in CUSIP:315911750 within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#1107
Score / z0.042 / 0.06
Consensus9.43 over 20 funds
Momentumnot computed

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.
Drawdownnot computed
Short interestnot computed

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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 0.0 0.0% 2 +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% 2 +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% 2 +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% 2 +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% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Mengis Capital Management, Inc. CIK 0001609674 0.345 218 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 1 +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 +0.1 pp +0.1 pp
CARRET ASSET MANAGEMENT, LLC CIK 0000791490 0.516 309 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOODSTOCK CORP CIK 0001008877 0.579 163 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FULTON BANK, N.A. CIK 0000883782 0.643 694 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RIVERBRIDGE PARTNERS LLC CIK 0001112325 0.623 198 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Estabrook Capital Management CIK 0001344717 0.502 344 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUZO MICHAEL J CIK 0001053914 0.425 66 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CENTRAL BANK & TRUST CO CIK 0001175954 0.437 185 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Sippican Capital Advisors CIK 0001557406 0.154 111 0.0 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
MAGNOLIA CAPITAL MANAGEMENT LTD CIK 0001802361 0.480 75 0.0 0.3% 2 -0.5 pp +0.3 pp +0.3 pp +0.3 pp
GRACE & WHITE INC /NY CIK 0000903064 0.450 133 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
DUMONT & BLAKE INVESTMENT ADVISORS LLC CIK 0001287618 0.379 204 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sequent Asset Management, LLC CIK 0001509550 0.594 89 0.0 23.8% 1 +23.8 pp +23.8 pp +23.8 pp +23.8 pp
Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Texas Capital Bancshares Inc/TX CIK 0001077428 0.478 416 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
MOODY LYNN LIEBERSON & WALKER, LLC CIK 0000938592 0.648 264 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOWER BRIDGE ADVISORS CIK 0001278249 0.477 222 0.0 0.0% 2 +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% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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