Position in ULS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,484,365
+$695,599 QoQ
Shares Held
24,390
+16.9% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#147
of 388 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in ULS Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Fiduciary Trust Co holds $5,494,425 across 4 Specialty Business Services names. ULS ranks #1 (45.2% of the industry book) .
All Filings in ULS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,484,365 | 24,390 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,788,766 | 20,870 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,649,435 | 20,916 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,482,107 | 20,916 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,330,423 | 18,260 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,016,328 | 18,020 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||