This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BFH/capital-change-brief"
Use Arkolith's capital_change_brief for BFH. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $316.4M | 4.2M | ▼−6.4% Reduced · −289K sh | Q1 2026 | |
| 2 | DIMENSIONAL FUND ADVISORS LP | $231.1M | 3.1M | ▲+0.3% Added · +10K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $206.4M | 2.8M | ▲New +2.8M sh | Q1 2026 | |
| 4 | Turtle Creek Asset Management Inc. | $182.1M | 2.4M | ▼−4.7% Reduced · −120K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $140.0M | 1.9M | ▲New +1.9M sh | Q1 2026 | |
| 6 | STATE STREET CORP | $132.2M | 1.8M | ▼−2.9% Reduced · −53K sh | Q1 2026 | |
| 7 | AMERICAN CENTURY COMPANIES INC | $122.2M | 1.6M | ▲+6.6% Added · +101K sh | Q1 2026 | |
| 8 | Allianz Asset Management GmbH | $100.8M | 1.3M | ▲+17% Added · +199K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $88.8M | 1.2M | ▲+2.2% Added · +25K sh | Q1 2026 | |
| 10 | FRANKLIN RESOURCES INC | $86.1M | 1.1M | ▼−43% Reduced · −880K sh | Q1 2026 | |
| 11 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $82.6M | 1.1M | ▼−7.4% Reduced · −88K sh | Q1 2026 | |
| 12 | HSBC HOLDINGS PLC | $74.7M | 1.0M | ▲+15% Added · +130K sh | Q1 2026 | |
| 13 | JACOBS LEVY EQUITY MANAGEMENT, INC | $70.9M | 946K | ▼−8.2% Reduced · −85K sh | Q1 2026 | |
| 14 | GOLDMAN SACHS GROUP INC | $56.4M | 753K | ▼−9.7% Reduced · −80K sh | Q1 2026 | |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $49.0M | 654K | ▼−3.9% Reduced · −26K sh | Q1 2026 | |
| 16 | BANK OF AMERICA CORP /DE/ | $47.2M | 630K | ▲+18% Added · +97K sh | Q1 2026 | |
| 17 | MORGAN STANLEY | $46.1M | 616K | ▼−32% Reduced · −295K sh | Q1 2026 | |
| 18 | PZENA INVESTMENT MANAGEMENT LLC | $46.0M | 614K | ▼−4.1% Reduced · −26K sh | Q1 2026 | |
| 19 | NORTHERN TRUST CORP | $40.1M | 536K | ▲+2.1% Added · +11K sh | Q1 2026 | |
| 20 | Neuberger Berman Group LLC | $33.2M | 444K | ▲+1.1% Added · +5K sh | Q1 2026 | |
| 21 | UBS Group AG | $32.6M | 435K | ▼−39% Reduced · −281K sh | Q1 2026 | |
| 22 | PRINCIPAL FINANCIAL GROUP INC | $29.7M | 397K | ▲+82% Added · +179K sh | Q1 2026 | |
| 23 | Bank of New York Mellon Corp | $28.9M | 386K | ▼−4.3% Reduced · −17K sh | Q1 2026 | |
| 24 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $24.7M | 330K | ▼−3.1% Reduced · −11K sh | Q1 2026 | |
| 25 | PUBLIC SECTOR PENSION INVESTMENT BOARD | $21.3M | 284K | ▲+47% Added · +91K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 15, 2026 | Gerspach John C | Director | Grant (A) | 730 | — |
| Jun 15, 2026 | St Clair Joyce | Director | Grant (A) | 2K | — |
| Jun 15, 2026 | Tucker Laurie Anne | Director | Grant (A) | 2K | — |
| Jun 15, 2026 | TURNEY SHAREN J | Director | Grant (A) | 2K | — |
| Jun 15, 2026 | Gerspach John C | Director | Grant (A) | 2K | — |
| Jun 15, 2026 | Fawcett John J. | Director | Grant (A) | 2K | — |
| Jun 15, 2026 | THERIAULT TIMOTHY J | Director | Grant (A) | 2K | — |
| Jun 15, 2026 | Lakhwara Praniti | Director | Grant (A) | 2K | — |
| Jun 15, 2026 | Natarajan Rajesh | Director | Grant (A) | 2K | — |
| May 29, 2026 | Andretta Ralph J | President and CEO, Director | Sell (S) | 1K | $90K |
| May 29, 2026 | Andretta Ralph J | President and CEO, Director | Sell (S) | 13K | $1.1M |
| May 29, 2026 | Andretta Ralph J | President and CEO, Director | Sell (S) | 2K | $132K |
| Company | Co-held by | Combined value |
|---|---|---|
| BANK OF AMERICA CORPBAC | 124 funds | $6.8B |
| MICROSOFT CORPMSFT | 123 funds | $57.3B |
| ELI LILLY & COLLY | 122 funds | $14.5B |
| COSTCO WHOLESALE CORPCOST | 121 funds | $8.6B |
| APPLE INCAAPL | 120 funds | $67.6B |
| AMAZON.COM INCAMZN | 120 funds | $42.0B |
| ALPHABET INC-CL AGOOGL | 120 funds | $38.5B |
| BROADCOM INCAVGO | 120 funds | $30.3B |
| TESLA INCTSLA | 120 funds | $17.0B |
| MICRON TECHNOLOGY INCMU | 120 funds | $10.7B |
| MASTERCARD INC - AMA | 120 funds | $9.2B |
| NVIDIA CORPNVDA | 119 funds | $81.2B |
Ranked by how many of BFH's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BFH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.