Security record · archived quarter
PSH
name pending profile ingest
12Tracked holders
—Δ holders
791.61KShares held
$39.87MReported value
+0New positions
−0Exits
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 | 13 | -2 | 1.27M | $63.13M | +2 | −4 |
| Q1 2026 | 15 | +3 | 978.89K | $48.55M | +5 | −2 |
| Q4 2025 | 12 | — | 791.61K | $39.87M | — | — |
| Q2 2025 | 1 | +1 | 16.08K | $813,910 | +1 | — |
| Q3 2024 | 1 | +1 | 12.28K | $626,986 | +1 | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 250.53K | — | $12.62M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | HighTower Advisors, LLC | 199.86K | — | $10.07M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 126.48K | — | $6.37M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Focus Partners Wealth | 87.66K | — | $4.42M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Corient Private Wealth LP | 45.39K | — | $2.29M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Corient Private Wealth LP | 45.39K | — | $2.29M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Truist Financial Corp | 32.53K | — | $1.64M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 19.73K | — | $993,856 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 16.18K | — | $817,662 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 16.18K | — | $817,662 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Mariner, LLC | 12.84K | — | $646,842 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 277 | — | $13,951 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 134 | — | $6,749 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 0 | — | $18 | 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): 38 holders, 1.65M shares, $78.98M 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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