ALDFU — ALDEL FINL II INC
As of Q2 2026, 2 SEC-registered investment managers reported holding ALDFU (ALDEL FINL II INC) in their latest 13F filings, with a combined reported value of $4.92K across 455 shares. That is +11.2% by share count (+46 shares) versus the previous quarter, while reported value moved +13.0%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
ALDFU is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 379 | $4.10K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 76 | $825 | 0.00% | New |
Q1 2026 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 409 | $4.36K | 0.00% | Reduce |
Q4 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 509 | $5.42K | 0.00% | Hold |
| JPMorgan Chase & Co history | 76 | $809 | 0.00% | Hold |
Q3 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 509 | $5.37K | 0.00% | New |
| JPMorgan Chase & Co history | 76 | $817 | 0.00% | New |
Q1 2025 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Moore Capital Management history | 250.00K | $2.56M | 0.05% | Hold |
Q4 2024 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Two Sigma Investments history | 500.00K | $5.03M | 0.01% | New |
| Moore Capital Management history | 250.00K | $2.52M | 0.03% | New |
| Millennium Management history | 175.00K | $1.76M | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 76 sh · $825
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 5 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|---|---|
| UBS Group AG | 379 | 409 | 509 | 509 | — | — |
| JPMorgan Chase & Co | 76 | — | 76 | 76 | — | — |
| Two Sigma Investments | — | — | — | — | — | 500.00K |
| Millennium Management | — | — | — | — | — | 175.00K |
| Moore Capital Management | — | — | — | — | 250.00K | 250.00K |