Position in PHYS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$245,101
-$45,046 QoQ
Shares Held
8,124
-0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#507
of 649 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PHYS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Ledyard National Bank holds $1,636,392 across 4 Asset Management names. PHYS ranks #3 (15.0% of the industry book) .
All Filings in PHYS
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,101 | 8,124 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $290,147 | 8,187 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $270,334 | 8,187 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $242,498 | 8,187 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $207,540 | 8,187 | Shares | Sole | 2025-08-04 | |
| 2023-03-31 | $155,496 | 10,058 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $141,817 | 10,058 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $128,742 | 10,058 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $145,089 | 10,232 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $160,201 | 10,423 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $151,699 | 10,564 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $167,407 | 12,131 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $170,197 | 12,131 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $162,676 | 12,131 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $183,056 | 12,131 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $182,571 | 12,131 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $173,594 | 12,131 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $159,158 | 12,131 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||