BCHP — PRINCIPAL FOC BLU CHI
As of Q2 2026, 3 SEC-registered investment managers reported holding BCHP (PRINCIPAL FOC BLU CHI) in their latest 13F filings, with a combined reported value of $655.51K across 18.12K shares. That is +2781.2% by share count (+17.49K shares) versus the previous quarter, while reported value moved +3085.0%. 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.
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.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Principal Global Investors history | Q2 2025 | 198.10K | $7.26M | 0.00% | Hold |
| Citadel Advisors history | Q2 2026 | 17.85K | $645.78K | 0.00% | New |
| Bank of America Corp history | Q3 2024 | 1.25K | $41.34K | 0.00% | New |
| UBS Group AG history | Q1 2025 | 267 | $8.61K | 0.00% | New |
| Morgan Stanley history | Q2 2026 | 189 | $6.84K | 0.00% | Reduce |
| Wells Fargo & Co history | Q2 2026 | 80 | $2.89K | 0.00% | Hold |
| JPMorgan Chase & Co history | Q2 2024 | 79 | $2.54K | 0.00% | New |
New Positions (Q2 2026)
- Citadel Advisors 17.85K sh · $645.78K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 7 funds)
| Fund | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Citadel Advisors | — | 13.09K | — | — | — | — | — | — | 18.79K | 13.86K | — | 17.85K |
| Morgan Stanley | — | — | — | — | — | — | — | — | — | — | 549 | 189 |
| Wells Fargo & Co | — | — | — | — | — | — | — | — | — | — | 80 | 80 |
| JPMorgan Chase & Co | — | — | — | 79 | — | — | — | — | — | — | — | — |
| Bank of America Corp | — | — | 124 | — | 1.25K | — | — | — | — | — | — | — |
| Principal Global Investors | 198.10K | 198.10K | 198.10K | 198.10K | 198.10K | 198.10K | 198.10K | 198.10K | — | — | — | — |
| UBS Group AG | — | — | 18 | — | 58 | — | 267 | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details