| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| NEVILLE RODIE & SHAW INC | 0.02% | 0.02% | #1 | $290,000 | 64,132 | $266,000 | 9,722 | +54,410+559.66% | Add | |
| FULTON BANK, N.A. | <0.01% | 0.13% | #2 | $25,320 | 926 | $6.0M | 218,353 | -217,427-99.58% | Reduce | |
| Oakworth Capital, Inc. | <0.01% | <0.01% | #3 | $15,373 | 3,367 | $13,955 | 510 | +2,857+560.20% | Add |
