| Fonds | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 2.530.791.321 $ | +332.297.797 $ | +19,5 % | 2.324.422.758 $ | +47.639.817 $ | +2,9 % | 2.276.782.941 $ | +113.977.923 $ | +5,9 % | |
| BANK OF AMERICA CORP /DE/ | 554.245.248 $ | +4.982.316 $ | +0,9 % | 549.262.932 $ | +4.743.441 $ | +0,9 % | 544.519.491 $ | +17.035.257 $ | +3,2 % |
| MORGAN STANLEY | 472.468.133 $ | +61.402.836 $ | +14,9 % | 411.065.297 $ | +4.416.749 $ | +1,1 % | 406.648.548 $ | +20.014.831 $ | +5,2 % |
| LPL Financial LLC | 450.273.006 $ | +93.716.452 $ | +26,3 % | 356.556.554 $ | +11.233.631 $ | +3,3 % | 345.322.923 $ | +21.545.384 $ | +6,7 % |
| SOUTH PLAINS FINANCIAL, INC. | 341.116.000 $ | -2.356.000 $ | -0,7 % | 343.472.000 $ | +14.811.000 $ | +4,5 % | |||
| UBS Group AG | 210.628.347 $ | +32.947.016 $ | +18,5 % | 177.681.331 $ | +6.468.679 $ | +3,8 % | 171.212.652 $ | +4.905.069 $ | +2,9 % |
| WELLS FARGO & COMPANY/MN | 190.868.818 $ | +2.785.435 $ | +1,5 % | 188.083.383 $ | +20.030.785 $ | +11,9 % | 168.052.598 $ | +17.827.627 $ | +11,9 % |
| JPMORGAN CHASE & CO | 175.622.996 $ | +27.167.735 $ | +18,3 % | 148.455.261 $ | -8.066.468 $ | -5,2 % | 156.521.729 $ | +15.488.755 $ | +11,0 % |
| ROYAL BANK OF CANADA | 173.992.000 $ | +21.790.000 $ | +14,3 % | 152.202.000 $ | +11.169.000 $ | +7,9 % | 141.033.000 $ | +2.350.000 $ | +1,7 % |
| ENVESTNET ASSET MANAGEMENT INC | 161.584.269 $ | +52.378.114 $ | +48,0 % | ||||||
| JONES FINANCIAL COMPANIES LLLP | 141.108.504 $ | +35.127.893 $ | +33,1 % | ||||||
| 2.530.791.321 $ | +332.297.797 $ | +19,5 % | 2.324.422.758 $ | +47.639.817 $ | +2,9 % | 2.276.782.941 $ | +113.977.923 $ | +5,9 % | |