| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Oakworth Capital, Inc. | <0.01% | <0.01% | #1 | $51,135 | 700 | $43,232 | 700 | 00.00% | Unchanged | |
| NBT BANK, N.A. | <0.01% | — | #2 | $12,506 | 170 | $0 | 0 | +170 | New Buy |
