| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | <0.01% | <0.01% | #1 | $370,000 | 25,000 | $963,094 | 25,004 | -4-0.02% | Reduce | |
| BANK OF AMERICA CORP /DE/ | <0.01% | <0.01% | #2 | $370,000 | 25,000 | $962,925 | 25,000 | 00.00% | Unchanged | |
| UBS Group AG | <0.01% | <0.01% | #3 | $7,888 | 533 | $24,883 | 646 | -113-17.49% | Reduce |
