Institutional Ownership
The Charles S 5.95 Pfd Ser D
CUSIP 808513600PFDSCHW.5.95.PERP.DQ1 2026
Institutional Holders
6
13F filers
Shares Held
29.7K
Aggregate institutional
Institutional Value
$721.2K
Q1 2026
Net New Holders
+2
2 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions2
Increased1
Decreased0
Sold out0
Institutional Holders
6 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Mengis Capital Management, Inc. | 17.1K | $413.7K | +400 | Added |
| 2 | Estabrook Capital Management | 11.3K | $274.1K | 0 | Held |
| 3 | Archer Investment Corp | 600 | $14.6K | 0 | Held |
| 4 | Pnc Financial Services Group, Inc. | 400 | $9.7K | 0 | Held |
| 5 | First Command Advisory Services, Inc. | 346 | $8.4K | +346 | New |
| 6 | Ascentis Independent Advisors | 30 | $727 | +30 | New |