Position in SOR
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$42,243
+$510 QoQ
Shares Held
912
0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026WHI TRUST Co LLC holds $81,307 across 3 Asset Management names. SOR ranks #1 (52.0% of the industry book) .
All Filings in SOR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $42,243 | 912 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $41,733 | 912 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||