| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Turner Financial Group, Inc. | 8.93% | — | #1 | $9.0M | 451,206 | $0 | 0 | +451,206 | New Buy | |
| UBS Group AG | <0.01% | <0.01% | #2 | $33,731 | 1,695 | $34,217 | 1,743 | -48-2.75% | Reduce |
