| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| CARY STREET PARTNERS FINANCIAL LLC | 0.84% | 0.94% | #1 | $38.5M | 1.2M | $37.8M | 1.3M | -100,182-7.95% | Reduce | |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 0.67% | 0.55% | #2 | $3.3M | 99,937 | $2.1M | 71,676 | +28,261+39.43% | Add | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #4 | $3.0M | 90,269 | $2.0M | 68,989 | +21,280+30.85% | Add | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #5 | $440,000 | 13,284 | $675,000 | 22,510 | -9,226-40.99% | Reduce | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #3 | $404,793 | 12,211 | $236,842 | 7,900 | +4,311+54.57% | Add | |
| WELLS FARGO & COMPANY/MN | <0.01% | — | #6 | $61,394 | 1,852 | $0 | 0 | +1,852 | New Buy |
