Financial Management Professionals 13F Holdings & Latest Moves

13F filer · Latest filing Oct 23, 2026

Latest 13F moves (filed Oct 23, 2026): 4 new positions, 16 added, 16 reduced, 4 sold out. Largest change by value: added $JHMM ($58.42M held).

New positions
4
Added / reduced
16 / 16
Sold out
4

Top buys and sells in the latest 13F

Biggest new and added positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$JHMM Added +8.52K (+1.05%) 817.06K $58.42M —
$SCHV Added +17.37K (+1.01%) 1.74M $57.91M —
$PULS New +1.02M 1.02M $50.48M —
$BND Added +12.51K (+2.19%) 584.04K $40.97M —
$VB Added +1.70K (+1.36%) 126.57K $36.01M —

Biggest reduced and exited positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$IWB Reduced -18.18K (-13.23%) 119.21K $49.61M —
$IEMG Reduced -7.91K (-2.36%) 327.65K $26.59M —
$SCHF Reduced -13.16K (-1.38%) 939.38K $25.80M —
$SPY Reduced -12.12K (-43.02%) 16.05K $12.29M —
$JPIE Reduced -5.47K (-3.34%) 158K $7.09M —

New positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$PULS New +1.02M 1.02M $50.48M —
$FXN New +81.50K 81.50K $1.78M —
$EZU New +8.47K 8.47K $570.49K —
$KBWY New +13.06K 13.06K $217.25K —

Added positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$JHMM Added +8.52K (+1.05%) 817.06K $58.42M —
$SCHV Added +17.37K (+1.01%) 1.74M $57.91M —
$BND Added +12.51K (+2.19%) 584.04K $40.97M —
$VB Added +1.70K (+1.36%) 126.57K $36.01M —
$DFAE Added +26.32K (+3.59%) 759.21K $29.84M —
$BWZ Added +943.06K (+6404.03%) 957.78K $25.66M —
$JPST Added +5.86K (+1.53%) 389.05K $19.60M —
$FEZ Added +163.41K (+77445.97%) 163.62K $11.01M —
$BBAX Added +5.12K (+3.29%) 160.41K $9.90M —
$BITB Added +5.92K (+3.53%) 173.57K $7.87M —
$XLK Added +12.22K (+4006.56%) 12.53K $2.45M —
$XES Added +4.01K (+45.33%) 12.87K $1.38M —
$VBR Added +4.66K (+413.04%) 5.78K $1.34M —
$GL Added +3.75K (+95.27%) 7.69K $1.27M —
$SPCX Added +1.44K (+245.30%) 2.02K $304.73K —
$VOOG Added +2.83K (+9433.33%) 2.86K $244.47K —

Reduced positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$IWB Reduced -18.18K (-13.23%) 119.21K $49.61M —
$IEMG Reduced -7.91K (-2.36%) 327.65K $26.59M —
$SCHF Reduced -13.16K (-1.38%) 939.38K $25.80M —
$SPY Reduced -12.12K (-43.02%) 16.05K $12.29M —
$JPIE Reduced -5.47K (-3.34%) 158K $7.09M —
$NVDA Reduced -7.05K (-19.56%) 29.01K $6.63M —
$HELO Reduced -5.67K (-7.77%) 67.40K $4.66M —
$BIL Reduced -243.16K (-83.16%) 49.26K $4.51M —
$IYZ Reduced -6.01K (-10.34%) 52.10K $2.15M —
$MU Reduced -268 (-32.25%) 563 $599.66K —
$USHY Reduced -694.75K (-98.73%) 8.95K $319.76K —
$BAI Reduced -5.16K (-71.33%) 2.07K $97.83K —
$VTI Reduced -3.05K (-93.48%) 213 $79.71K —
$IWD Reduced -8.77K (-98.92%) 96 $23.80K —
$GDXJ Reduced -14.77K (-99.80%) 30 $3.42K —
$PBW Reduced -16.13K (-99.91%) 15 $436 —

Sold out positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$SPTM Sold out -123.39K — — —
$MXI Sold out -22.61K — — —
$IYW Sold out -1.13K — — —
$ITA Sold out -2.25K — — —

All tracked 13F moves by Financial Management Professionals

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$SCHF Reduced -13.16K (-1.38%) 939.38K $25.80M —
$JPIE Reduced -5.47K (-3.34%) 158K $7.09M —
$HELO Reduced -5.67K (-7.77%) 67.40K $4.66M —
$IEMG Reduced -7.91K (-2.36%) 327.65K $26.59M —
$PULS New +1.02M 1.02M $50.48M —
$KBWY New +13.06K 13.06K $217.25K —
$FXN New +81.50K 81.50K $1.78M —
$EZU New +8.47K 8.47K $570.49K —
$VTI Reduced -3.05K (-93.48%) 213 $79.71K —
$GDXJ Reduced -14.77K (-99.80%) 30 $3.42K —
$SPY Reduced -12.12K (-43.02%) 16.05K $12.29M —
$SPTM Sold out -123.39K — — —
$BIL Reduced -243.16K (-83.16%) 49.26K $4.51M —
$PBW Reduced -16.13K (-99.91%) 15 $436 —
$NVDA Reduced -7.05K (-19.56%) 29.01K $6.63M —
$MXI Sold out -22.61K — — —
$MU Reduced -268 (-32.25%) 563 $599.66K —
$IYZ Reduced -6.01K (-10.34%) 52.10K $2.15M —
$IYW Sold out -1.13K — — —
$ITA Sold out -2.25K — — —
$IWD Reduced -8.77K (-98.92%) 96 $23.80K —
$IWB Reduced -18.18K (-13.23%) 119.21K $49.61M —
$USHY Reduced -694.75K (-98.73%) 8.95K $319.76K —
$BAI Reduced -5.16K (-71.33%) 2.07K $97.83K —
$XES Added +4.01K (+45.33%) 12.87K $1.38M —
$BND Added +12.51K (+2.19%) 584.04K $40.97M —
$VOOG Added +2.83K (+9433.33%) 2.86K $244.47K —
$VBR Added +4.66K (+413.04%) 5.78K $1.34M —
$VB Added +1.70K (+1.36%) 126.57K $36.01M —
$XLK Added +12.22K (+4006.56%) 12.53K $2.45M —
$FEZ Added +163.41K (+77445.97%) 163.62K $11.01M —
$SPCX Added +1.44K (+245.30%) 2.02K $304.73K —
$SCHV Added +17.37K (+1.01%) 1.74M $57.91M —
$JPST Added +5.86K (+1.53%) 389.05K $19.60M —
$JHMM Added +8.52K (+1.05%) 817.06K $58.42M —
$GL Added +3.75K (+95.27%) 7.69K $1.27M —
$DFAE Added +26.32K (+3.59%) 759.21K $29.84M —
$BWZ Added +943.06K (+6404.03%) 957.78K $25.66M —
$BITB Added +5.92K (+3.53%) 173.57K $7.87M —
$BBAX Added +5.12K (+3.29%) 160.41K $9.90M —

13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.

Stocks Financial Management Professionals holds or traded

Frequently asked questions

What did Financial Management Professionals buy and sell in its latest 13F?

It opened or added to $JHMM, $SCHV, $PULS, $BND and $VB; it cut or exited $IWB, $IEMG, $SCHF, $SPY and $JPIE.

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.

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