13F QoQ Ownership Changes
SFES Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 0 new · 0 added · 1 reduced · 2 exited
Reduced(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| HUNTINGTON NATIONAL BANK | 1 | 0 | $1 | $0 | 0.0% |
Sold Out(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Caldwell Trust Co | 0 | -580 | $0 | -$3.8K | — |
| FSA Wealth Management LLC | 0 | -27 | $0 | -$25 | — |