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Financial Counselors Inc

FINANCIAL COUNSELORS INC
Branche unbekannt
Ticker–Börse–
ISIN–CIK0000949623
Keine Kursdaten verfügbar.

Stammdaten

Unternehmen & Branche

NameFINANCIAL COUNSELORS INC
Ticker–
CIK0000949623

Wertpapier & Kennzahlen

CUSIP–
ISIN–
Typ–

Sitz & Kontakt

Sitz (Inkorporation)DE
Geschäftsadresse5901 COLLEGE BOULEVARD SUITE 110, 66211 OVERLAND PARK, KS
Telefon(913) 663-0600
EIN (IRS)43-1703335

Listing & Historie

Fiskaljahr-Ende31.12.

Externe Quelle: SEC EDGAR »

Insider-Transaktionen (12 Monate) ⓘ

DatumInsiderRolleTypStückzahlKursWert (USD)ΔTrend
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.

Fondsaktivität (Vorquartalsvergleich) ⓘ

⚠ Vorläufige Daten: Erst 3597 von typischerweise 8414 Fonds (43 %) haben für das aktuelle 13F-Quartal eingereicht — Werte können sich in den kommenden Wochen noch deutlich ändern.

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
BNP PARIBAS FINANCIAL MARKETS21.356.175021.356.1752.725.433.750Neu+100,0%
BANK OF AMERICA CORP /DE/15.507.606015.507.6061.950.000.643Neu+100,0%
GOLDMAN SACHS GROUP INC14.192.196014.192.1961.811.202.806Neu+100,0%
MORGAN STANLEY13.415.742013.415.7421.667.991.313Neu+100,0%
CITIGROUP INC10.796.369010.796.3691.378.772.421Neu+100,0%
Deep Track Capital, LP10.000.000010.000.0001.277.300.000Neu+100,0%
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND9.745.50009.745.5001.244.792.715Neu+100,0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP8.678.17608.678.1761.104.872.858Neu+100,0%
JANE STREET GROUP, LLC7.329.31907.329.319933.871.685Neu+100,0%
LPL Financial LLC9.178.63509.178.635907.576.131Neu+100,0%
JPMORGAN CHASE & CO6.244.21106.244.211741.361.222Neu+100,0%
CITADEL ADVISORS LLC4.529.60004.529.600578.565.808Neu+100,0%
UBS Group AG4.324.88804.324.888542.212.681Neu+100,0%
BARCLAYS PLC3.306.46003.306.460422.334.136Neu+100,0%
WELLS FARGO & COMPANY/MN3.038.62903.038.629379.026.814Neu+100,0%
Jefferies Financial Group Inc.2.339.82002.339.820298.865.208Neu+100,0%
Jain Global LLC2.163.00002.163.000276.279.990Neu+100,0%
Squarepoint Ops LLC2.092.70002.092.700267.300.571Neu+100,0%
Two Seas Capital LP1.928.00001.928.000246.263.440Neu+100,0%
BESSEMER GROUP INC1.805.63001.805.630230.633.000Neu+100,0%
CANADA PENSION PLAN INVESTMENT BOARD1.758.00001.758.000224.549.340Neu+100,0%
PEAK6 LLC1.693.30001.693.300216.285.209Neu+100,0%
Caption Management, LLC1.557.90001.557.900198.990.567Neu+100,0%
MILLENNIUM MANAGEMENT LLC1.542.71801.542.718197.051.370Neu+100,0%
AMERIPRISE FINANCIAL INC1.648.85001.648.850184.299.409Neu+100,0%
D. E. Shaw & Co., Inc.1.370.53601.370.536174.973.197Neu+100,0%
BALYASNY ASSET MANAGEMENT L.P.1.305.20001.305.200166.713.196Neu+100,0%
HSBC HOLDINGS PLC1.115.63801.115.638142.319.024Neu+100,0%
Walleye Trading LLC1.106.22101.106.221141.297.608Neu+100,0%
Sofinnova Investments, Inc.1.050.00001.050.000134.116.500Neu+100,0%
MEITAV INVESTMENT HOUSE LTD794.579809.579-15.000125.742.044Reduziert-1,9%
BANK OF MONTREAL /CAN/838.5030838.503106.981.524Neu+100,0%
Financial Engines Advisors L.L.C.1.096.10001.096.100105.960.810Neu+100,0%
Ikarian Capital, LLC800.0000800.000102.184.000Neu+100,0%
Stonepine Capital Management, LLC800.0000800.000102.184.000Neu+100,0%
Eagle Health Investments LP730.0000730.00093.242.900Neu+100,0%
Main Street Research LLC576.754567.4799.27591.271.321Aufgestockt+1,6%
PSP Research LLC570.000284.900285.10090.202.500Aufgestockt+100,1%
Employees Retirement System of Texas688.2720688.27287.913.000Neu+100,0%
ASSETMARK, INC550.649679.695-129.04685.031.261Reduziert-19,0%
RAYMOND JAMES FINANCIAL INC746.2580746.25884.317.526Neu+100,0%
Rokos Capital Management LLP660.0000660.00084.295.200Neu+100,0%
Greenhouse Funds LLLP650.9490650.94983.145.716Neu+100,0%
TUDOR INVESTMENT CORP ET AL624.0000624.00079.703.520Neu+100,0%
ROYAL BANK OF CANADA669.9730669.97377.496.000Neu+100,0%
CAPITAL FUND MANAGEMENT S.A.584.7000584.70074.683.731Neu+100,0%
Cetera Investment Advisers680.0540680.05467.519.997Neu+100,0%
Diversified Enterprises, LLC554.547539.31215.23566.063.164Aufgestockt+2,8%
NorthRock Partners, LLC682.2960682.29665.923.502Neu+100,0%
Everhart Financial Group, Inc.538.75944.940493.81964.182.334Aufgestockt+1098,8%

Top-Fondshalter (Stand: 30.06.2026) ⓘ

⚠ Vorläufige Daten: Erst 3597 von typischerweise 8414 Fonds (43 %) haben für dieses Quartal eingereicht. Vollständigkeit erwartet bis 14.08.2026. Auswertungen (NEW/INC/DEC) sind noch zu konservativ — viele Spätfiler erscheinen aktuell als „Exits".

FondsAnteileVorquartal (Stk)ΔWert (USD)Anteil (%)StimmkontrolleVerlauf
MEITAV INVESTMENT HOUSE LTD794.579809.579-1,9%125.742.0445,69–17 Q
Main Street Research LLC576.754567.479+1,6%91.271.3214,13100 %3 Q
PSP Research LLC570.000284.900+100,1%90.202.5004,080 %2 Q
ASSETMARK, INC550.649679.695-19,0%85.031.2613,85100 %17 Q
Diversified Enterprises, LLC554.547539.312+2,8%66.063.1642,990 %8 Q
Everhart Financial Group, Inc.538.75944.940+1098,8%64.182.3342,900 %14 Q
STRS OHIO397.200410.500-3,2%62.856.9002,84100 %17 Q
Krilogy Financial LLC431.923362.621+19,1%54.577.3972,470 %17 Q
Cambridge Investment Research Advisors, Inc.341.906151.490+125,7%49.512.0002,24–17 Q
Rodgers & Associates, LTD403.692418.316-3,5%48.091.8432,180 %17 Q
FAS Wealth Partners, Inc.380.868343.777+10,8%45.393.2402,050 %17 Q
Avantax Planning Partners, Inc.352.536333.499+5,7%41.997.6511,900 %17 Q
WHITTIER TRUST CO257.753257.7020,0%41.449.2601,87100 %17 Q
Annex Advisory Services, LLC254.762247.103+3,1%40.315.9791,82100 %2 Q
COMMONWEALTH EQUITY SERVICES, LLC250.447259.706-3,6%33.048.3141,49–17 Q
GHP Investment Advisors, Inc.254.137249.828+1,7%30.275.3181,3799 %17 Q
CREDIT INDUSTRIEL ET COMMERCIAL191.190265.233-27,9%30.255.8181,37100 %7 Q
Private Advisor Group, LLC283.910265.854+6,8%27.428.1581,240 %17 Q
WEATHERLY ASSET MANAGEMENT L. P.157.486158.095-0,4%24.922.2001,13100 %17 Q
FIRST NATIONAL TRUST CO206.257203.681+1,3%24.571.3951,11100 %17 Q

Halter-Trend (6 Quartale)

PeriodeStatusHalterAnteile (Mio)Wert (Mio $)
30.06.2026vorl.55116,52.182
31.03.2026✓1.107161,619.503
31.12.2025✓1.105162,018.943
30.09.2025✓974165,516.178
30.06.2025✓941146,213.036
31.03.2025✓971143,111.278

Top 10 Neueinsteiger

FondsAnteileWert (USD)
NATIXIS488.80462.434.935
Quadrature Capital Ltd483.53261.761.542
Migdal Insurance & Financial Holdings Ltd.450.00057.478.500
PSP Research LLC284.90036.390.277
Annex Advisory Services, LLC247.10331.562.467
E Fund Management Co., Ltd.128.50016.413.305
Quantitative Investment Management, LLC111.71914.269.000
Lake Hills Wealth Management, LLC91.97311.747.711
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC121.43211.732.760
GROUP ONE TRADING LLC90.33111.537.979

Top 10 Aufstocker

FondsAnteileΔ AnteileΔ %Wert (USD)
BNP PARIBAS FINANCIAL MARKETS21.355.8724.768.487+28.7 %2.721.563.531
LPL Financial LLC9.178.6353.551.214+63.1 %907.576.131
JPMORGAN CHASE & CO6.244.2112.958.096+90.0 %741.361.222
BANK OF AMERICA CORP /DE/15.507.6061.544.666+11.1 %1.950.000.643
BARCLAYS PLC2.834.160943.752+49.9 %362.007.257
BANK OF MONTREAL /CAN/838.503671.787+403.0 %106.981.524
D. E. Shaw & Co., Inc.1.370.536630.015+85.1 %174.973.197
UBS Group AG3.874.688602.193+18.4 %484.708.635
Jefferies Financial Group Inc.2.314.720599.631+35.0 %295.659.185
MORGAN STANLEY13.415.742563.787+4.4 %1.667.991.313

Top 10 Verkäufer

FondsAnteileΔ AnteileΔ %Wert (USD)
GOLDMAN SACHS GROUP INC13.769.696-6.173.676-31.0 %1.757.236.881
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND9.745.500-2.847.000-22.6 %1.244.792.715
CITIGROUP INC10.671.369-1.863.904-14.9 %1.362.806.171
TWO SIGMA INVESTMENTS, LP341.169-1.421.431-80.6 %43.577.516
WELLS FARGO & COMPANY/MN3.038.629-818.049-21.2 %379.026.814
HSBC HOLDINGS PLC725.538-551.520-43.2 %92.569.571
SUSQUEHANNA INTERNATIONAL GROUP, LLP130.276-282.585-68.4 %13.049.591
LMR Partners LLP20.700-277.947-93.1 %2.644.011
Strategic Financial Services, Inc.29.736-231.188-88.6 %3.798.182
United Capital Management of KS, Inc.141.504-230.786-62.0 %18.074.285

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