| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | <0.01% | <0.01% | #1 | $155,123 | 2,375 | $160,950 | 2,475 | -100-4.04% | Reduce | |
| FRANKLIN RESOURCES INC | <0.01% | <0.01% | #2 | $49,639 | 760 | $49,423 | 760 | 00.00% | Unchanged | |
| MORGAN STANLEY | <0.01% | <0.01% | #3 | $3,253 | 51 | $95 | 1 | +50+5,000.00% | Add |