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Roberts Foundation
WatchNo.9671Latest AUM (Q2 2026)
$35.1M
QoQ Change Q1 2026
+$789,364+2.3%
Holdings Value Trend
| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|
PROCTER & GAMBLE COPG |
| 100% | 100% | $35.1M | 239,639 | $34.4M | 237,824 | +1,815+0.76% | Add |
🧭 Institutional Sector Flow Heatmap
Net Outflow Net Inflow