Signals

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☆CUSIP:921908604

15 in-universe funds with a nonzero position in CUSIP:921908604 within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#14057
Score / z0.000 / -0.02
Consensus2.54 over 5 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)
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Fund Positions
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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 ▾
☆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
☆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
☆Arvest Bank Trust Division CIK 0001625959 0.680 240 0.0 0.0% 4 -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 +0.0 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
☆FULTON BANK, N.A. CIK 0000883782 0.643 694 0.0 0.2% 5 -0.1 pp -0.2 pp -0.4 pp -0.6 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Jackson Wealth Management, LLC CIK 0001536799 0.022 86 0.0 0.3% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Wealth Management Group, LLC CIK 0001963839 0.000 0 0.0 0.0% 0 -0.7 pp -0.8 pp -0.9 pp -1.0 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Dempze Nancy E CIK 0001592614 0.301 91 0.0 0.6% 5 -0.0 pp -0.1 pp -0.9 pp -0.9 pp
☆Fairfield Financial Advisors, LTD CIK 0002033232 0.162 66 0.0 0.0% 0 -3.5 pp -3.6 pp -3.8 pp -4.5 pp
☆KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.0 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 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:921908604). Qtrs Held counts distinct quarters this fund has actually held CUSIP:921908604 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:921908604 position size. Δ columns are the percentage-point change in CUSIP:921908604'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