Security record · archived quarter
PSF
name pending profile ingest
14Tracked holders
0Δ holders
1.90MShares held
$38.53MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +2.3% · 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 | 16 | 0 | 1.77M | $35.61M | +1 | −1 |
| Q1 2026 | 16 | +2 | 1.94M | $37.68M | +2 | — |
| Q4 2025 | 14 | 0 | 1.90M | $38.53M | — | — |
| Q3 2025 | 1 | — | 798.85K | $16.60M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 841.22K | +5.3% | $17.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 841.22K | +5.3% | $17.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 841.22K | +5.3% | $17.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 841.22K | +5.3% | $17.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | UBS Group AG | 342.96K | — | $6.96M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | UBS Group AG | 342.96K | — | $6.96M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Invesco Ltd. | 171.73K | — | $3.48M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Invesco Ltd. | 171.73K | — | $3.48M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 152.59K | — | $3.09M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 152.59K | — | $3.09M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 83.56K | — | $1.69M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | LPL Financial LLC | 82.13K | — | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 59.74K | — | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 59.74K | — | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 42.30K | — | $857,898 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Truist Financial Corp | 33.14K | — | $672,115 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 32.94K | — | $667,925 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 32.94K | — | $667,925 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 29.37K | — | $595,567 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 29.37K | — | $595,567 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Us Bancorp \De\ | 14.91K | — | $302,395 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 12.69K | — | $257,360 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 500 | — | $10,140 | 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): 55 holders, 3.26M shares, $62.94M 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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