Security record · archived quarter
PSF
name pending profile ingest
16Tracked holders
0Δ holders
1.77MShares held
$35.61MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -9.0% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 655.03K | -24.1% | $13.19M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 655.03K | -24.1% | $13.19M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 655.03K | -24.1% | $13.19M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 655.03K | -24.1% | $13.19M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | UBS Group AG | 360.74K | +2.5% | $7.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | UBS Group AG | 360.74K | +2.5% | $7.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 170.55K | +4.4% | $3.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 170.55K | +4.4% | $3.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Invesco Ltd. | 161.04K | +5.0% | $3.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 90.84K | +11.8% | $1.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 86.18K | +5.5% | $1.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 75.94K | +1.6% | $1.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 39.33K | +1.5% | $791,832 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 34.11K | +0.4% | $686,607 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 34.11K | +0.4% | $686,607 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Truist Financial Corp | 33.08K | +0.1% | $665,883 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 27.43K | -1.8% | $552,263 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Us Bancorp \De\ | 14.91K | 0.0% | $300,158 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 12.93K | +1.7% | $260,256 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Fifth Third Bancorp | 4.82K | -62.2% | $96,962 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 1.36K | New | $27,437 | 0.0% | New | 1 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 500 | 0.0% | $10,065 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Northwestern Mutual Wealth… | $27,437 | 0.0% |
Exited
| BlackRock | $353 | was 0.0% |
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: Q2 2026 ·
Methodology ·
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