BPIRX β€” ROBECO BOSTON PARTNERS LONG SH

Ownership history in SOMERVILLE KURT F  Β·  45 quarters on record

AI Ownership Summary

SOMERVILLE KURT F reported ROBECO BOSTON PARTNERS LONG SH (BPIRX) in 45 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.07% in 2025 Q3. The latest visible filing shows BPIRX at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BPIRX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SOMERVILLE KURT F's position in ROBECO BOSTON PARTNERS LONG SH, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BPIRX was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SOMERVILLE KURT F held BPIRX β€” position size vs. price
% of Fund (quarterly)    BPIRX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 26,891 β€” 0% 0.06% $378K 2026-02-14 (Est.) $14.51
2025 Q3 UNCHANGED 26,891 β€” 0% 0.07% $411K 2025-11-10 $13.79
2025 Q2 UNCHANGED 26,891 β€” 0% 0.07% $389K 2025-07-23 $13.14
2025 Q1 UNCHANGED 26,891 β€” 0% 0.06% $368K 2025-05-06 $12.47
2024 Q4 UNCHANGED 26,891 β€” 0% 0.06% $363K 2025-02-13 $12.75
2024 Q3 UNCHANGED 26,891 β€” 0% 0.07% $408K 2024-11-12 $12.61
2024 Q2 UNCHANGED 26,891 β€” 0% 0.07% $387K 2024-08-12 $11.78
2024 Q1 UNCHANGED 26,891 β€” 0% 0.07% $387K 2024-05-14 $11.69
2023 Q4 UNCHANGED 26,891 β€” 0% 0.07% $356K 2024-02-14 $11.13
36 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding BPIRX

As of 2025 Q4 β€” sorted by position size

Broderick Brian C 3Y 7Y 1.57% Dempze Nancy E 3Y 7Y 0.09%

FAQ About SOMERVILLE KURT F and BPIRX

These are the practical questions this page is built to answer before you even open the full history table.

How long has SOMERVILLE KURT F reported owning BPIRX?

SOMERVILLE KURT F reported BPIRX across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BPIRX position in SOMERVILLE KURT F's portfolio?

The largest reported portfolio weight for BPIRX was 0.07% in 2025 Q3.

What is the latest reported BPIRX position on this page?

The most recent filing on this page is 2025 Q4, when SOMERVILLE KURT F reported 26,891 shares, equal to 0.06% of portfolio, with an estimated market value of $378K.

What does the chart on this BPIRX ownership page compare?

The chart compares SOMERVILLE KURT F's quarterly BPIRX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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