Institutional Ownership
The Charles S 5.95 Pfd Ser D
CUSIP 808513600PFDSCHW.5.95.PERP.DQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
6
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Mengis Capital Management, Inc. | 17.1K | $413.7K |
| 2 | Estabrook Capital Management | 11.3K | $274.1K |
| 3 | Archer Investment Corp | 600 | $14.6K |
| 4 | Pnc Financial Services Group, Inc. | 400 | $9.7K |
| 5 | First Command Advisory Services, Inc. | 346 | $8.4K |
| 6 | Ascentis Independent Advisors | 30 | $727 |