Security record · archived quarter
LEE
name pending profile ingest
20Tracked holders
0Δ holders
1.23MShares held
$5.92MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +10.5% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 25 | +5 | 1.84M | $16.50M | +8 | −3 |
| Q1 2026 | 20 | 0 | 1.53M | $13.18M | +3 | −3 |
| Q4 2025 | 20 | 0 | 1.23M | $5.92M | n/a | n/a |
| Q3 2025 | 8 | +1 | 835.08K | $4.54M | +1 | n/a |
| Q2 2025 | 5 | 0 | 840.73K | $5.37M | n/a | n/a |
| Q1 2025 | 3 | 0 | 537.36K | $5.58M | n/a | n/a |
| Q4 2024 | 3 | 0 | 430.60K | $6.36M | n/a | n/a |
| Q3 2024 | 2 | 0 | 389.99K | $3.40M | n/a | n/a |
| Q2 2024 | 2 | n/a | 245.24K | $2.72M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | GAMCO Investors ✦ | 601.45K | +23.8% | $2.88M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passive) | 229.71K | 0.0% | $1.10M | 0.0% | Held | 3 | SEC ↗ ×3 |
| 3 | Truist Financial Corp | 219.97K | n/a | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 47.79K | +1.0% | $228,975 | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 5 | BlackRock ✦ (passive) | 47.74K | +0.9% | $228,675 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 6 | Royal Bank Of Canada | 29.15K | n/a | $140,000 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | State Street Global Advisors ✦ (passive) | 19.47K | 0.0% | $93,266 | 0.0% | Held | 5 | SEC ↗ |
| 8 | Stifel Financial Corp | 10.68K | n/a | $51,134 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 10.46K | n/a | $50,127 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Northern Trust Corp | 10.07K | n/a | $48,221 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 5.00K | +12.9% | $23,960 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 2.23K | n/a | $10,658 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Fidelity (FMR) ✦ | 778 | -33.3% | $3,727 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 180 | n/a | $862 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Deutsche Bank Ag\ | 157 | n/a | $752 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Bnp Paribas Financial Markets | 29 | n/a | $139 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 28 | n/a | $134 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 20 | -50.0% | $96 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Bank Of America Corp /De/ | 4 | n/a | $19 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Citigroup Inc | 1 | n/a | $5 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 37 holders, 4.05M shares, $34.35M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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