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Institutional Holdings
BHKOwnership Summary
Institutions Holding
8
Total Shares Held
304,451
Total Value Held
$2,791,812
Quarter
2026-06-30
Active Positions
Increased Positions
0
0 shares
Decreased Positions
2
60,219 shares
Held Positions
2
13,034 shares
New Positions
3
231,198 shares
Sold Out Positions
1
28,776 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| RIVERBRIDGE PARTNERS LLC | 105,350 | $966,060 | New position | 0.03% | 2026-06-30 |
| Bramshill Investments, LLC | 83,461 | $765,337 | New position | 0.06% | 2026-06-30 |
| PRIVATE TRUST CO NA | 59,919 | $549,453 | ▼ -55,000 | 0.04% | 2026-06-30 |
| AMERIPRISE FINANCIAL INC | 42,387 | $388,692 | New position | 0.00% | 2026-06-30 |
| First Citizens Financial Corp | 10,310 | $94,543 | Unchanged | 0.04% | 2026-06-30 |
| NBT BANK, N.A. | 2,724 | $24,979 | Unchanged | 0.00% | 2026-06-30 |
| JPMORGAN CHASE & CO | 300 | $2,748 | ▼ -300 | 0.00% | 2026-06-30 |
| DECISION INVESTMENTS, INC | 0 | $0 | Sold out | 2026-06-30 |