43849R105

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
CONFLUENCE INVESTMENT MANAGEMENT LLC History New 241,062 53,293 0.83% 1 +241,062 New Q2 2026 Jul 01, 2026
First Financial Bank - Trust Division History New 19,176 4,341 0.31% 2 +19,176 New Q2 2026 Jul 01, 2026