AI Holders Summary · Q1 2026

21 institutions reported BFRG in Q1 2026. J. Safra Sarasin Holding AG leads at 22.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(3 on this page)

#HolderValueShares% port.Quarter

J. Safra Sarasin Holding AG

CIK 0001890222

$191K114K0.00%Q1 2026 02

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$134K80K0.00%Q1 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$112K67K0.00%Q1 2026 04

Vontobel Holding Ltd.

CIK 0001588340

$64K38K0.00%Q1 2026 05

CreativeOne Wealth, LLC

CIK 0001739728

$49K29K0.00%Q1 2026 06

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$43K26K0.00%Q1 2026 07

CITIGROUP INC

CIK 0000831001

$41K25K0.00%Q1 2026 08

ACT Advisors, LLC.

CIK 0001842554

$40K56K0.01%Q2 2026 09

FORTEM FINANCIAL GROUP, LLC

CIK 0001766509

$36K50K0.01%Q2 2026 10

UBS Group AG

CIK 0001610520

$30K18K0.00%Q1 2026 11

StoneX Group Inc.

CIK 0000913760

$28K16K0.00%Q1 2026 12

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$25K15K0.00%Q1 2026 13

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$20K12K0.00%Q1 2026 14

CITADEL ADVISORS LLC

CIK 0001423053

$15K17K0.00%Q4 2025 15

Tower Research Capital LLC (TRC)

$8K12K0.00%Q2 2026 17

ROYAL BANK OF CANADA

CIK 0001000275

$3K2K0.00%Q1 2026 18

Hickory Point Bank & Trust

CIK 0002039144

$1K2K0.00%Q2 2026 19

EverSource Wealth Advisors, LLC

CIK 0001710537

$3454860.00%Q2 2026 20

SHP Wealth Management

CIK 0001807060

$1681000.00%Q1 2026

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