| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | <0.01% | <0.01% | #1 | $2.8M | 123,077 | $2.5M | 123,077 | 00.00% | Unchanged | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #2 | $466,000 | 20,714 | $168,000 | 8,350 | +12,364+148.07% | Add | |
| WELLS FARGO & COMPANY/MN | <0.01% | <0.01% | #3 | $123,856 | 5,500 | $363,396 | 18,100 | -12,600-69.61% | Reduce |
