← All institutions
Institutional Holdings
PCMOwnership Summary
Institutions Holding
4
Total Shares Held
127,893
Total Value Held
$359,407
Quarter
2026-06-30
Active Positions
Increased Positions
2
127,793 shares
Decreased Positions
0
0 shares
Held Positions
0
0 shares
New Positions
1
100 shares
Sold Out Positions
1
13,076 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| Concord Investment Counsel Inc. | 64,246 | $358,494 | ▲ +7,531 | 0.10% | 2026-06-30 |
| FIRST HORIZON CORP | 100 | $558 | New position | 0.00% | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | 63,547 | $355 | ▲ +177 | 0.00% | 2026-06-30 |
| EVERETT HARRIS & CO /CA/ | 0 | $0 | Sold out | 2026-06-30 |