13FBOX
The Charles S 5.95 PFD PFD Ser D · 13F Institutional Holdings
Options Calculator Rankings
T

The Charles S 5.95 PFD PFD Ser D

Institutions
6
Combined AUM (Q2 2026)
$733,880
Combined Shares (Q2 2026)
30,338
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+609
1 · 0 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-0
0 · 0 Exit · ≈
⚖️ Net
+609
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$733,880
Institutions
6
New Buys
0
Adds
1
Reduces
0
Exits
0
Unchanged
5
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Mengis Capital Management, Inc.
0.06%0.11%#1$412,51517,053$413,70917,05300.00%Unchanged
Estabrook Capital Management
0.04%0.04%#2$273,34711,300$274,13811,30000.00%Unchanged
First Command Advisory Services, Inc.
<0.01%<0.01%#4$23,101955$8,394346+609+176.01%Add
Archer Investment Corp
<0.01%<0.01%#3$14,514600$14,55660000.00%Unchanged
PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#6$9,676400$9,70440000.00%Unchanged
Ascentis Independent Advisors
<0.01%<0.01%#5$72730$7273000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow