Delayed SEC reports
Compare what managers reported this quarter with last quarter. These reports are delayed.Large US investment managers report many holdings every quarter. We compare the shares they reported this quarter with the prior quarter. The reports arrive late and do not show the exact trade day, trade price, shorts, cash, or the manager’s reason.
16 of 16 managers have a matching row in their newest complete report.
These managers' newest complete report is at least 2 quarters behind the newest period above. They remain available for history, but are kept separate from managers with newer reports.
$24.38 B total reported value across 997 holdings · 13F-HR · filed Aug 14, 2026 · open SEC report ↗
For the matching rows, compared with Q1 2026, the Q2 2026 report's stock rows show 47 new positions, 98 positions with more shares reported, 97 positions with fewer shares reported, and 44 positions that no longer appear.
Green + ▲ means new or more shares; red + ▼ means fewer shares or no longer listed. The words and dot count repeat the meaning without relying on colour. Fewer shares or no listing does not mean the manager opened a short position.
13F reports can arrive up to 45 days after quarter-end, so this comparison is not proof of when, why, or at what price the manager traded.
Green means the manager reported a new or larger share amount. Red means a smaller amount or the stock was no longer listed. This compares two delayed reports; it does not show the exact trade.
Biggest reported changes — ranked by position value. The bar is the position's size against the largest one shown; the figure under it is the difference in the filed SH or principal amount. Corporate actions are not normalized.
Absent from latest filing — a 13F reports only that the position is absent, not when, why, or for what proceeds it changed. The prior SH or principal amount is printed, but these rows are not ranked because those units are not comparable.
| Position | Value | Filed amount | Change |
|---|---|---|---|
SEC issuerVALLEY NATL BANCORP | $17.2 M0.1% of filing | 1,171,898 sh | FEWER SHARES |
| $17.1 M0.1% of filing |
| 366,296 sh |
| MORE SHARES |
SEC issuerSTATE STR CORP | $16.9 M0.1% of filing | 99,738 sh | FEWER SHARES |
SEC issuerINDEPENDENT BK CORP MASS | $16.8 M0.1% of filing | 200,771 sh | FEWER SHARES |
SEC issuerPVH CORPORATION | $16.7 M0.1% of filing | 225,223 sh | MORE SHARES |
| $16.5 M0.1% of filing | 109,136 sh | MORE SHARES |
| $16.5 M0.1% of filing | 150,116 sh | MORE SHARES |
| $16.0 M0.1% of filing | 141,897 sh | MORE SHARES |
| $15.7 M0.1% of filing | 116,250 sh | MORE SHARES |
| $15.3 M0.1% of filing | 56,643 sh | MORE SHARES |
| $14.5 M0.1% of filing | 172,898 sh | MORE SHARES |
| $13.8 M0.1% of filing | 523,865 sh | MORE SHARES |
| $13.7 M0.1% of filing | 177,921 sh | MORE SHARES |
SEC issuerMOODYS CORP | $13.7 M0.1% of filing | 30,139 sh | NEW THIS QUARTER |
SEC issuerM & T BK CORP | $13.6 M0.1% of filing | 57,083 sh | MORE SHARES |
| $13.4 M0.1% of filing | 56,149 sh | FEWER SHARES |
| $13.2 M0.1% of filing | 354,817 sh | NEW THIS QUARTER |
SEC issuerUS BANCORP | $12.9 M0.1% of filing | 213,493 sh | FEWER SHARES |
SEC issuerCHORD ENERGY CORPORATION | $12.5 M0.1% of filing | 109,612 sh | NEW THIS QUARTER |
SEC issuerPAN AMERN SILVER CORP | $12.4 M0.1% of filing | 277,592 sh | MORE SHARES |
SEC issuerTD SYNNEX CORPORATION | $12.4 M0.1% of filing | 46,474 sh | FEWER SHARES |
SEC issuerWSFS FINL CORP | $12.2 M0.0% of filing | 158,444 sh | MORE SHARES |
| $12.0 M0.0% of filing | 369,028 sh | MORE SHARES |
| $11.8 M0.0% of filing | 159,840 sh | FEWER SHARES |
| $11.8 M0.0% of filing | 12,017 sh | FEWER SHARES |