Wells Fargo & Company
· Reduced
Change
−37K
Date
Q1 2026
UB
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Wells Fargo & Company
· Reduced
Change
−37K
Date
Q1 2026
|
Wells Fargo & Company | Reduced· Q1 2026 | – | −37K | – | Q1 2026 | |||||
|
Goldman Sachs Group Inc
· Reduced
Change
−32K
Date
Q1 2026
|
Goldman Sachs Group Inc | Reduced· Q1 2026 | – | −32K | – | Q1 2026 | |||||
|
Geode
· Reduced
Change
−23K
Date
Q1 2026
|
Geode | Reduced· Q1 2026 | – | −23K | – | Q1 2026 | |||||
|
Jane Street Group, LLC
· Exited
Change
−15K
Δ Own
−100.0%
Date
Q1 2026
|
Jane Street Group, LLC | Exited· Q1 2026 | – | −15K | −100.0% | Q1 2026 | |||||
|
Bridgewealth Advisory Group, LLC
· Reduced
Change
−15K
Date
Q1 2026
|
Bridgewealth Advisory Group, LLC | Reduced· Q1 2026 | – | −15K | – | Q1 2026 | |||||
|
Bank of America Corp
· Reduced
Change
−13K
Date
Q1 2026
|
Bank of America Corp | Reduced· Q1 2026 | – | −13K | – | Q1 2026 | |||||
|
Private Wealth Advisors, LLC
· Exited
Change
−13K
Δ Own
−100.0%
Date
Q1 2026
|
Private Wealth Advisors, LLC | Exited· Q1 2026 | – | −13K | −100.0% | Q1 2026 | |||||
|
Invesco Ltd.
· Exited
Change
−10K
Δ Own
−100.0%
Date
Q1 2026
|
Invesco Ltd. | Exited· Q1 2026 | – | −10K | −100.0% | Q1 2026 | |||||
|
Barclays PLC
· Reduced
Change
−8K
Date
Q1 2026
|
Barclays PLC | Reduced· Q1 2026 | – | −8K | – | Q1 2026 | |||||
|
Banc Funds Co LLC
· Reduced
Change
−4K
Date
Q1 2026
|
Banc Funds Co LLC | Reduced· Q1 2026 | – | −4K | – | Q1 2026 | |||||
|
Schwab
· Reduced
Change
−4K
Date
Q1 2026
|
Schwab | Reduced· Q1 2026 | – | −4K | – | Q1 2026 | |||||
|
Kerr Financial Planning Corp
· Exited
Change
−3K
Δ Own
−100.0%
Date
Q1 2026
|
Kerr Financial Planning Corp | Exited· Q1 2026 | – | −3K | −100.0% | Q1 2026 | |||||
|
Royal Bank of Canada
· Reduced
Change
−3K
Date
Q1 2026
|
Royal Bank of Canada | Reduced· Q1 2026 | – | −3K | – | Q1 2026 | |||||
|
BNP Paribas Financial Markets
· Reduced
Change
−3K
Date
Q1 2026
|
BNP Paribas Financial Markets | Reduced· Q1 2026 | – | −3K | – | Q1 2026 | |||||
|
Bank of New York Mellon Corp
· Reduced
Change
−2K
Date
Q1 2026
|
Bank of New York Mellon Corp | Reduced· Q1 2026 | – | −2K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Saunders Porsche A.
· Other
2 operations
-$595K
|
Saunders Porsche A. | Other | 2 operations | $10.51 | -57K | -$595K | 0 | – | Apr 1, 2026 | Apr 3, 2026 | |||||||||
|
Williams Kevin J.
· Officer
Shares transferred outside the market (D), often for tax or as a gift, not a market sale
-$521K
|
Williams Kevin J. | Officer | Shares transferred outside the market (D), often for tax or as a gift, not a market sale | $10.51 | -50K | -$521K | 0 | – | Apr 1, 2026 | Apr 3, 2026 | |||||||||
|
Woods Dennis R.
· Director
2 operations
-$12M
|
Woods Dennis R. | Director | 2 operations | $10.51 | -1.2M | -$12M | 0 | – | Apr 1, 2026 | Apr 3, 2026 | |||||||||
|
Cavalla Stanley J.
· Director
2 operations
-$7.1M
|
Cavalla Stanley J. | Director | 2 operations | $10.51 | -680K | -$7.1M | 0 | – | Apr 1, 2026 | Apr 3, 2026 | |||||||||
|
Oberg Robert C. Jr
· Officer
Shares transferred outside the market (D), often for tax or as a gift, not a market sale
-$310K
|
Oberg Robert C. Jr | Officer | Shares transferred outside the market (D), often for tax or as a gift, not a market sale | $10.51 | -29K | -$310K | 0 | – | Apr 1, 2026 | Apr 3, 2026 | |||||||||
|
Yarbenet William M.
· Officer
Shares transferred outside the market (D), often for tax or as a gift, not a market sale
-$793K
|
Yarbenet William M. | Officer | Shares transferred outside the market (D), often for tax or as a gift, not a market sale | $10.51 | -75K | -$793K | 0 | – | Apr 1, 2026 | Apr 3, 2026 | |||||||||
|
Ellithorpe G. Thompson
· Director
2 operations
-$2.0M
|
Ellithorpe G. Thompson | Director | 2 operations | $10.51 | -187K | -$2.0M | 0 | – | Apr 1, 2026 | Apr 3, 2026 | |||||||||
|
Tkacz Brian
· Director
2 operations
-32K
|
Tkacz Brian | Director | 2 operations | $10.51 | -32K | – | 0 | – | Apr 1, 2026 | Apr 3, 2026 | |||||||||
|
Gill Jagroop
· Director
2 operations
-$14M
|
Gill Jagroop | Director | 2 operations | $10.51 | -1.3M | -$14M | 0 | – | Apr 1, 2026 | Apr 3, 2026 | |||||||||
|
Hammack Heather
· Director
2 operations
-31K
|
Hammack Heather | Director | 2 operations | $10.51 | -31K | – | 0 | – | Apr 1, 2026 | Apr 3, 2026 | |||||||||
|
Mahmood Nabeel
· Director
2 operations
-39K
|
Mahmood Nabeel | Director | 2 operations | $10.51 | -39K | – | 0 | – | Apr 1, 2026 | Apr 3, 2026 | |||||||||
|
Newby Kenneth D.
· Director
2 operations
-$577K
|
Newby Kenneth D. | Director | 2 operations | $10.51 | -55K | -$577K | 0 | – | Apr 1, 2026 | Apr 3, 2026 | |||||||||
|
Quigley Susan
· Director
2 operations
-40K
|
Quigley Susan | Director | 2 operations | $10.51 | -40K | – | 0 | – | Apr 1, 2026 | Apr 3, 2026 | |||||||||
|
Kinross David A.
· CFO
Shares transferred outside the market (D), often for tax or as a gift, not a market sale
-$1.0M
|
Kinross David A. | CFO | Shares transferred outside the market (D), often for tax or as a gift, not a market sale | $10.51 | -96K | -$1.0M | 0 | – | Apr 1, 2026 | Apr 3, 2026 | |||||||||
|
Westerlund Dora
· Director
2 operations
-34K
|
Westerlund Dora | Director | 2 operations | $10.51 | -34K | – | 0 | – | Apr 1, 2026 | Apr 3, 2026 | |||||||||
U
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60 reporting institutions disclosed UBFO position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.