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Manager Directed Portfolios

Q1 2026 vs Q2 2026

Comparing institutional holders between quarters

Quarters

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Arvest Bank Trust Division
DECREASED
Shares19,955 from 20,873
Change-918 (-4%)
Value$2.4M (+$478.9K)
Filed 2026-08-13
Garton & Associates Financial Advisors LLC
CLOSED
Shares0 from 10,116
Change-10,116 (-100%)
Value$0 (-$943.3K)
Filed 2026-08-11
Status
Arvest Bank Trust Division
DECREASED19,95520,873-918-4%$1.9M$2.4M+$478.9K2026-08-13
Garton & Associates Financial Advisors LLC
CLOSED010,116-10,116-100%$943.3K$0-$943.3K2026-08-11
Showing 2 of 2 institutions