| Q2 2024 |
52 |
$1.73B |
+$797M |
-$403M |
+$394M |
SYF, LPLA, FHN, CMA, FCNCA
|
13F-HR |
8/14/2024, 10:18 AM |
| Q1 2024 |
54 |
$1.38B |
+$629M |
-$395M |
+$234M |
LPLA, CMA, WT, WBS, HBAN
|
13F-HR |
5/15/2024, 10:08 AM |
| Q4 2023 |
44 |
$1.1B |
+$519M |
-$426M |
+$92.5M |
WBS, LPLA, TFC, C, CMA
|
13F-HR |
2/14/2024, 09:40 AM |
| Q3 2023 |
45 |
$908M |
+$584M |
-$177M |
+$407M |
LPLA, BILL, WT, MQ, JPM
|
13F-HR |
11/14/2023, 10:16 AM |
| Q2 2023 |
31 |
$491M |
+$167M |
-$348M |
-$181M |
LPLA, BSIG, WT, AVDX, QTWO
|
13F-HR |
8/14/2023, 09:38 AM |
| Q1 2023 |
34 |
$651M |
+$329M |
-$261M |
+$68.1M |
LPLA, AXP, C, WT, WBS
|
13F-HR |
5/15/2023, 10:16 AM |
| Q4 2022 |
30 |
$588M |
+$304M |
-$411M |
-$107M |
SIVB, LPLA, BK, WT, SCHW
|
13F-HR |
2/14/2023, 12:49 PM |
| Q3 2022 |
41 |
$674M |
+$397M |
-$152M |
+$245M |
STT, LPLA, PYPL, WT, WFC
|
13F-HR |
11/14/2022, 09:06 AM |
| Q2 2022 |
28 |
$408M |
+$177M |
-$334M |
-$157M |
LPLA, WT, COWN, PYPL, MTB
|
13F-HR |
8/15/2022, 09:52 AM |
| Q1 2022 |
36 |
$599M |
+$274M |
-$280M |
-$6.12M |
COWN, LPLA, IBKR, RJF, NVEI
|
13F-HR |
5/16/2022, 10:59 AM |
| Q4 2021 |
44 |
$639M |
+$224M |
-$412M |
-$188M |
ALIT, COWN, PACW, WT, SQ
|
13F-HR |
2/14/2022, 10:33 AM |
| Q3 2021 |
57 |
$843M |
+$447M |
-$247M |
+$200M |
BSIG, ALIT, COWN, SQ, PACW
|
13F-HR |
11/15/2021, 10:12 AM |
| Q2 2021 |
43 |
$643M |
+$177M |
-$323M |
-$146M |
BSIG, SQ, PYPL, PACW, IBOC
|
13F-HR |
8/16/2021, 02:39 PM |
| Q1 2021 |
40 |
$771M |
+$398M |
-$851M |
-$452M |
SQ, WPF, LPLA, PYPL, COWN
|
13F-HR |
5/17/2021, 10:14 AM |
| Q4 2020 |
42 |
$1.09B |
+$497M |
-$362M |
+$136M |
GS, PYPL, LPLA, ALLY, FNF
|
13F-HR |
2/16/2021, 09:10 AM |
| Q3 2020 |
45 |
$756M |
+$369M |
-$238M |
+$131M |
PYPL, GS, FI, FNF, ALLY
|
Restatement |
12/8/2020, 01:34 PM |
| Q2 2020 |
45 |
$612M |
+$464M |
-$155M |
+$310M |
PYPL, CNNE, MS, GS, GPN
|
13F-HR |
8/14/2020, 09:02 AM |
| Q1 2020 |
30 |
$258M |
+$204M |
-$564M |
-$360M |
JPM, GPN, FIS, FHN, SEIC
|
13F-HR |
5/15/2020, 09:49 AM |
| Q4 2019 |
38 |
$704M |
+$543M |
-$311M |
+$232M |
BFH, AXP, SCHW, STT, LPLA
|
13F-HR |
2/14/2020, 09:28 AM |
| Q3 2019 |
35 |
$446M |
+$210M |
-$487M |
-$277M |
ISBC, SNV, ALLY, C, GS
|
13F-HR |
11/14/2019, 10:05 AM |
| Q2 2019 |
35 |
$730M |
+$393M |
-$303M |
+$89.3M |
SNV, LPLA, SC, STL, KEY
|
13F-HR |
8/14/2019, 10:44 AM |
| Q1 2019 |
34 |
$611M |
+$335M |
-$376M |
-$41.3M |
MS, SNV, STL, SC, ETFC
|
13F-HR |
5/15/2019, 06:17 AM |
| Q4 2018 |
31 |
$600M |
+$356M |
-$458M |
-$101M |
LPLA, SNV, COF, MTB, AXP
|
13F-HR |
2/14/2019, 12:32 PM |
| Q3 2018 |
36 |
$781M |
+$439M |
-$288M |
+$151M |
SIVB, C, WTFC, TCF, COF
|
13F-HR |
11/14/2018, 11:52 AM |
| Q2 2018 |
36 |
$634M |
+$437M |
-$184M |
+$252M |
WFC, SIVB, TCF, MA, WTFC
|
13F-HR |
8/14/2018, 12:50 PM |
| Q1 2018 |
25 |
$360M |
+$169M |
-$155M |
+$14.7M |
LPLA, COF, SIVB, SC, STL
|
13F-HR |
5/15/2018, 10:24 AM |
| Q4 2017 |
34 |
$345M |
$0 |
$0 |
|
STL, LPLA, AMTD, SC, RF
|
13F-HR |
2/14/2018, 11:47 AM |