13FBOX
PUBLIC STORA 4 625 PFDPFD SER L · 13F Institutional Holdings
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PUBLIC STORA 4 625 PFDPFD SER L

Institutions
6
Combined AUM (Q2 2026)
$5.2M
Combined Shares (Q2 2026)
289,826
Overall Trend
Increase
All institutions combined
Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.
📥 Inflow (Q1 2026→Q2 2026)
+129,926
3 institutions added · 1 new buys
Est. buy amount
📤 Outflow (Q1 2026→Q2 2026)
-9
1 institutions reduced · 0 exits
Est. sell amount
⚖️ Net Share Change
+129,917
Net Buy
💰 Est. Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$5.2M
Institutions
6
New Buys
1
Adds
2
Reduces
1
Exits
0
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC
0.17%0.14%#1$4.1M227,799$2.7M155,824+71,975+46.19%Add
Moran Wealth Management, LLC
0.03%#2$1.0M57,292$00+57,292New Buy
10Elms LLP
0.02%0.02%#3$39,1382,200$38,5442,20000.00%Unchanged
Byrne Asset Management LLC
0.01%0.01%#4$17,7901,000$17,5201,00000.00%Unchanged
First Command Advisory Services, Inc.
<0.01%<0.01%#5$16,883949$5,081290+659+227.24%Add
PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#6$10,425586$10,424595-9-1.51%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow