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Institutional Holdings
PEOOwnership Summary
Institutions Holding
7
Total Shares Held
3,074,857
Total Value Held
$71,590,378
Quarter
2026-06-30
Active Positions
Increased Positions
2
2,806,901 shares
Decreased Positions
2
266,834 shares
Held Positions
2
1,122 shares
New Positions
0
0 shares
Sold Out Positions
1
1,251 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| ADAMS DIVERSIFIED EQUITY FUND, INC. | 2,673,453 | $66,087,758 | ▲ +51,546 | 2.02% | 2026-06-30 |
| FCA CORP /TX | 133,448 | $3,298,824 | ▲ +15,142 | 0.81% | 2026-06-30 |
| NORTH STAR ASSET MANAGEMENT INC | 87,849 | $2,171,627 | ▼ -180 | 0.09% | 2026-06-30 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1,108 | $27,390 | Unchanged | 0.00% | 2026-06-30 |
| COHEN & STEERS, INC. | 178,985 | $4,425 | ▼ -3,000 | 0.01% | 2026-06-30 |
| WHITTIER TRUST CO OF NEVADA INC | 14 | $354 | Unchanged | 0.00% | 2026-06-30 |
| LANARK FINANCIAL, INC. | 0 | $0 | Sold out | 2026-06-30 |