Stock
Reported value
$36.6M
Holders
8
+2 new · −1 exited
Holders’ est. mark
$2.69M
Price effect on 6 books still in the name
Largest holder
$35.8M
PARTNERS CAPITAL INVESTMENT GROUP, LLP
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 406.4K | $35.8M | $2.63M | Added$5.28M |
| Sterling Investment Advisors, Ltd. | 4.35K | $383.7K | $30.4K | Added$30.4K |
| Spire Wealth Management | 2.75K | $242.6K | $18.7K | Added$26K |
| Your Advocates Ltd., LLP | 817 | $72K | $5.71K | Added$4.66K |
| Byrne Asset Management LLC | 440 | $38.8K | — | New |
| A. D. Beadell Investment Counsel, Inc. | 3.6K | $317 | $25 | Added$25 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 681 | $60 | — | New |
| HUNTINGTON NATIONAL BANK | 1 | $18 | $0 | Held |
Who left
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.