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Performance Trust

Q3 2025 vs Q2 2026

Comparing institutional holders between quarters

Quarters

Q2 2026Q3 2025Q3 2024Q2 2024Q4 2021
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wealthspire Advisors, LLC
NEW
Shares25,978
Change+25,978
Value$514.6K
Filed 2026-08-11
Park Place Capital Corp
NEW
Shares2,832
Change+2,832
Value$56.1K
Filed 2026-08-14
Oakworth Capital, Inc.
CLOSED
Shares0 from 6,144
Change-6,144 (-100%)
Value$0 (-$122.7K)
Filed 2026-07-22
Status
Wealthspire Advisors, LLC
NEW25,978—+25,978——$514.6K—2026-08-11
Park Place Capital Corp
NEW2,832—+2,832——$56.1K—2026-08-14
Oakworth Capital, Inc.
CLOSED06,144-6,144-100%$122.7K$0-$122.7K2026-07-22
Showing 3 of 3 institutions