| 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 | $641 | 88 | $545 | 70 | +18+25.71% | Add | |
| IMA Advisory Services, Inc. | <0.01% | <0.01% | #1 | $559 | 77 | $365 | 48 | +29+60.42% | Add | |
| First Command Advisory Services, Inc. | <0.01% | — | #2 | $167 | 23 | $0 | 0 | +23 | New Buy |