| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| PNC FINANCIAL SERVICES GROUP, INC. | <0.01% | <0.01% | #2 | $3.2M | 4,156 | $3.1M | 4,176 | -20-0.48% | Reduce | |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 0.03% | 0.03% | #1 | $241,574 | 315 | $236,000 | 315 | 00.00% | Unchanged |
