| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Fortune Financial Group, Inc. | 0.26% | 0.19% | #1 | $327,442 | 17,893 | $206,381 | 12,883 | +5,010+38.89% | Add | |
| NBT BANK, N.A. | <0.01% | — | #2 | $17,925 | 980 | $0 | 0 | +980 | New Buy |
