| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| PNC FINANCIAL SERVICES GROUP, INC. | <0.01% | <0.01% | #3 | $8,015 | 1,468 | $5,707 | 1,204 | +264+21.93% | Add | |
| IMA Advisory Services, Inc. | <0.01% | <0.01% | #1 | $1,523 | 278 | $872 | 184 | +94+51.09% | Add | |
| First Command Advisory Services, Inc. | <0.01% | — | #2 | $717 | 131 | $0 | 0 | +131 | New Buy |