| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| WHALEROCK POINT PARTNERS, LLC | 0.09% | 0.1% | #1 | $525,312 | 25,600 | $526,592 | 25,600 | 00.00% | Unchanged | |
| THOMPSON INVESTMENT MANAGEMENT, INC. | <0.01% | — | #2 | $41,040 | 2,000 | $0 | 0 | +2,000 | New Buy | |
| First Command Advisory Services, Inc. | <0.01% | <0.01% | #3 | $26,184 | 1,276 | $8,537 | 415 | +861+207.47% | Add | |
| PNC FINANCIAL SERVICES GROUP, INC. | <0.01% | <0.01% | #4 | $9,275 | 452 | $9,524 | 463 | -11-2.38% | Reduce |
