| 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% | #1 | $55,738 | 6,370 | $44,232 | 7,497 | -1,127-15.03% | Reduce | |
| IMA Advisory Services, Inc. | <0.01% | <0.01% | #2 | $105 | 12 | $70 | 12 | 00.00% | Unchanged |
