| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| US BANCORP \DE\ | <0.01% | <0.01% | #1 | $1.1M | 38,364 | $1.9M | 76,121 | -37,757-49.60% | Reduce | |
| ROYAL BANK OF CANADA | <0.01% | — | #2 | $148,000 | 5,332 | $0 | 0 | +5,332 | New Buy | |
| JPMORGAN CHASE & CO | <0.01% | — | #3 | $95,935 | 3,500 | $0 | 0 | +3,500 | New Buy |
