CUSIP 4812C0530EQUITY FUNDSSEEGXQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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5 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Williams Jones Wealth Management, LLC. | 6.5K | $528.6K | −1 | Reduced |
| 2 | Fulton Bank, N.A. | 4.5K | $368.2K | −110 | Reduced |
| 3 | Oakworth Capital, Inc. | 522 | $42.7K | +52 | Added |
| 4 | Kelleher Financial Advisors | 41 | $3.4K |
| +4 |
| Added |
| 5 | Coston, Mcisaac & Partners | 224 | $18 | 0 | Held |