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Alert
Period:
Q1 2026
Portfolio date:
Mar 31, 2026
No. of stocks:
4
Portfolio value:
$240,669,000
Filed:
Apr 15, 2026
CIK:
783412
Holdings
Activity
Buys
Sells
Stock
Issuer
% of Portfolio
Recent Activity
Shares
Price
Value
▼
WFC
hist
Wells Fargo & Co
46.74
—
1,413,000
$79.61
$112.49M
BAC
hist
Bank of America Corp
40.51
—
2,000,000
$48.75
$97.50M
BABA
hist
Alibaba Group Holding Ltd
10.17
—
195,000
$125.46
$24.46M
TBBK
hist
US Bancorp
2.58
—
119,500
$52.01
$6.21M