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Portfolio (Quarterly) Guide ↗

BNP PARIBAS FINANCIAL MARKETS

· CIK 0001166588
13F Portfolio $205.8B AUM 17,681 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 581 New 2339 Added 2339 Reduced 505 Exited
Page 172 of 291  ·  5,804 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3421 XPRO Expro Group Holdings NV Energy 38,669.0 $673K +19K +97.7% $17.41 -20.6%
3422 EWG iShares MSCI Germany ETF 16,944.0 $672K +7K +68.0% $39.67 +4.7%
3423 VSNT Versant Media Group Inc Industrials 18,148.0 $672K NEW $37.02 +3.2%
3424 CWEN Clearway Energy Inc Utilities 17,046.0 $670K -94K -84.7% $39.29 -4.8%
3425 BILL BILL Holdings Inc Technology 17,481.0 $670K -553K -96.9% $38.30 -15.2%
3426 APD PUT Air Products and Chemicals Inc Basic Materials 23.0 $668K -266.0 -92.0% $29049.00 -99.0%
3427 RPAY Repay Holdings Corp Technology 256,868.0 $668K +109K +73.5% $2.60 +30.4%
3428 FRPT Freshpet Inc Consumer Defensive 11,294.0 $666K -279K -96.1% $58.96 -6.7%
3429 DORM Dorman Products Inc Consumer Cyclical 6,379.0 $666K -92.0 -1.4% $104.36 +20.4%
3430 LCII LCI Industries Consumer Cyclical 5,404.0 $665K +58.0 +1.1% $122.98 -25.3%
3431 REX REX American Resources Corp Basic Materials 14,583.0 $665K +2K +19.2% $45.57 -3.8%
3432 Corp Inmobiliaria Vesta SAB de CV 19,892.0 $663K -876.0 -4.2% $33.34
3433 GSBC Great Southern Bancorp Inc Financial Services 10,491.0 $662K +3K +38.7% $63.13 +17.6%
3434 HOPE Hope Bancorp Inc Financial Services 59,234.0 $662K +10K +21.3% $11.17 +15.0%
3435 TUYA Tuya Inc Technology 286,311.0 $661K +97K +51.5% $2.31 -19.0%
3436 ALGM Allegro MicroSystems Inc Technology 20,774.0 $655K -178K -89.5% $31.53 +87.1%
3437 GGB Gerdau SA Basic Materials 181,258.0 $654K +106K +139.3% $3.61 +15.5%
3438 AKR Acadia Realty Trust Real Estate 34,124.0 $652K -3K -8.2% $19.12 +10.5%
3439 MBIN Merchants BancorpIN Financial Services 15,198.0 $652K -12K -44.5% $42.91 +14.4%
3440 NWBI Northwest Bancshares Inc Financial Services 51,382.0 $652K +18K +56.1% $12.69 +14.1%
Page 172 of 291  ·  5,804 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.3%
Financial Services 14.5%
Consumer Cyclical 10.5%
Healthcare 10.1%
Industrials 9.0%
Communication Services 8.0%
Consumer Defensive 4.3%
Energy 4.0%
Basic Materials 2.5%
Utilities 2.5%