Stock
Reported value
$33.7M
Holders
14
+4 new · −3 exited
Holders’ est. mark
$4.82M
Price effect on 10 books still in the name
Largest holder
$22.4M
MANAGED ASSET PORTFOLIOS, LLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MANAGED ASSET PORTFOLIOS, LLC | 1.09M | $22.4M | $4.13M | Added$3.56M |
| OPAL CAPITAL LLC | 338.7K | $6.93M | — | New |
| RHUMBLINE ADVISERS | 83.2K | $1.7M | $302.5K | Added$367K |
| YOUSIF CAPITAL MANAGEMENT, LLC | 45.6K | $928K | $143.3K | Added$143.3K |
| ATLAS CAPITAL ADVISORS INC. | 34.2K | $699.7K | $129.2K | Cut−$109.8K |
| GAMMA Investing LLC | 21.1K | $432.9K | $75.7K | Added$98.6K |
| Pinnacle Wealth Management Advisory Group, LLC | 14.8K | $303.3K | — | New |
| PARADIGM ASSET MANAGEMENT CO LLC | 4.78K | $97.9K | $18.1K | Added$18.1K |
| Strengthening Families & Communities, LLC | 2.93K | $59.7K | — | New |
| Westside Investment Management, Inc. | 2.45K | $50.4K | $9.47K | Added$9.47K |
| Salomon & Ludwin, LLC | 1.99K | $41.1K | $3.24K | Added$27.1K |
| McMillan Office, Inc. | 1.52K | $30.9K | $5.6K | Added$5.6K |
| Financial Gravity Asset Management, Inc. | 17 | $348 | — | New |
| HANTZ FINANCIAL SERVICES, INC. | 9.99K | $205 | $38 | Cut−$1.21K |
Who left
- HANCOCK WHITNEY CORP$992.9K
- NBC SECURITIES, INC.$285.2K
- Wealth Preservation Advisors, LLC$3.94K
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.