CLEARBRIDGE VALUE TRUST FI

Institutions

Combined AUM (Q2 2026)

$404,000

Combined Shares (Q2 2026)

3,006

Overall Trend

Increase

All institutions combined

📥 Inflow (Q1 2026→Q2 2026)

+3,006

1 · 1 New Buys · ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-0

0 · 0 Exit · ≈ —

⚖️ Net

+3,006

—

Net Buy

💰 Net Value

≈ —

—

est. price —

⏳

Latest AUM (Q2 2026)

$404,000

Institutions

New Buys

Adds

Reduces

Exits

Unchanged

	Ownership Trend	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
NEVILLE RODIE & SHAW INC		0.03%	—	#1	$404,000	3,006	$0	0	+3,006	New Buy

🧭 Institutional Sector Flow Heatmap

⏳

Net Outflow Net Inflow