| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 0.01% | 0.01% | #1 | $766,360 | 57,116 | $919,622 | 41,801 | +15,315+36.64% | Add | |
| BESSEMER GROUP INC | <0.01% | — | #2 | $61 | 4,594 | $0 | 0 | +4,594 | New Buy |
