| 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% | #2 | $29,963 | 6,140 | $33,436 | 6,430 | -290-4.51% | Reduce | |
| Ascentis Independent Advisors | <0.01% | <0.01% | #1 | $2,210 | 425 | $2,210 | 425 | 00.00% | Unchanged |
