| 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 | 0.28% | 0.32% | #1 | $1.7M | 65,000 | $1.6M | 65,000 | 00.00% | Unchanged | |
| PNC FINANCIAL SERVICES GROUP, INC. | <0.01% | <0.01% | #3 | $12,776 | 503 | $13,352 | 529 | -26-4.91% | Reduce | |
| First Command Advisory Services, Inc. | <0.01% | <0.01% | #2 | $4,724 | 183 | $1,437 | 56 | +127+226.79% | Add |
