| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| NATIXIS | 0.03% | — | #1 | $8.4M | 255,543 | $0 | 0 | +255,543 | New Buy | |
| GOLDMAN SACHS GROUP INC | <0.01% | <0.01% | #2 | $3.4M | 100,000 | $2.4M | 100,226 | -226-0.23% | Reduce | |
| BANK OF AMERICA CORP /DE/ | <0.01% | <0.01% | #3 | $1.7M | 50,000 | $1.2M | 50,000 | 00.00% | Unchanged |
