| 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 | $78,826 | 3,638 | $71,769 | 3,638 | 00.00% | Unchanged | |
| NBT BANK, N.A. | <0.01% | — | #2 | $18,143 | 831 | $0 | 0 | +831 | New Buy |
