| 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% | — | #2 | $485,263 | 25,000 | $0 | 0 | +25,000 | New Buy | |
| BANK OF AMERICA CORP /DE/ | <0.01% | — | #3 | $485,250 | 25,000 | $0 | 0 | +25,000 | New Buy | |
| CITIGROUP INC | <0.01% | — | #1 | $407,621 | 21,000 | $0 | 0 | +21,000 | New Buy | |
| UBS Group AG | <0.01% | — | #4 | $23,059 | 1,188 | $0 | 0 | +1,188 | New Buy | |
| SBI Securities Co., Ltd. | <0.01% | — | #5 | $78 | 4 | $0 | 0 | +4 | New Buy |
