This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/POR/capital-change-brief"
Use Arkolith's capital_change_brief for POR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $919.6M | 17.4M | ▲+8.1% Added · +1.3M sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $387.1M | 7.3M | ▲New +7.3M sh | Q1 2026 | |
| 3 | Clearbridge Investments, LLC | $316.4M | 6.0M | ▲+29% Added · +1.4M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $272.0M | 5.2M | ▲New +5.2M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $247.6M | 4.6M | ▼−1.7% Reduced · −81K sh | Q1 2026 | |
| 6 | AQR CAPITAL MANAGEMENT LLC | $226.3M | 4.3M | ▲+22% Added · +776K sh | Q1 2026 | |
| 7 | FULLER & THALER ASSET MANAGEMENT, INC. | $207.6M | 3.9M | ▼−3.7% Reduced · −150K sh | Q1 2026 | |
| 8 | TWO SIGMA INVESTMENTS, LP | $160.5M | 3.0M | ▲+191% Added · +2.0M sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $156.8M | 3.0M | ▲+5.9% Added · +165K sh | Q1 2026 | |
| 10 | MILLENNIUM MANAGEMENT LLC | $96.8M | 1.8M | ▲+2.6% Added · +47K sh | Q1 2026 | |
| 11 | DIMENSIONAL FUND ADVISORS LP | $96.6M | 1.8M | ▲+1.0% Added · +18K sh | Q1 2026 | |
| 12 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $93.7M | 1.8M | ▼−40% Reduced · −1.2M sh | Q1 2026 | |
| 13 | MORGAN STANLEY | $92.9M | 1.8M | ▲+14% Added · +216K sh | Q1 2026 | |
| 14 | BANK OF AMERICA CORP /DE/ | $87.6M | 1.7M | ▲+61% Added · +626K sh | Q1 2026 | |
| 15 | Neuberger Berman Group LLC | $84.9M | 1.6M | ▲+1.0% Added · +15K sh | Q1 2026 | |
| 16 | CITADEL ADVISORS LLC | $84.7M | 1.6M | ▲+158% Added · +984K sh | Q1 2026 | |
| 17 | JPMORGAN CHASE & CO | $82.7M | 1.6M | ▼−27% Reduced · −593K sh | Q1 2026 | |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $78.3M | 1.5M | ▼−1.5% Reduced · −22K sh | Q1 2026 | |
| 19 | Bank of New York Mellon Corp | $74.7M | 1.4M | ▲+3.6% Added · +49K sh | Q1 2026 | |
| 20 | NORTHERN TRUST CORP | $73.8M | 1.4M | ▲+3.6% Added · +49K sh | Q1 2026 | |
| 21 | LAZARD ASSET MANAGEMENT LLC | $73.4M | 1.4M | ▲+38% Added · +384K sh | Q1 2026 | |
| 22 | NORGES BANK | $56.5M | 1.2M | ▲+15% Added · +155K sh | Q4 2025 | |
| 23 | Nuveen, LLC | $61.0M | 1.2M | ▲+30% Added · +270K sh | Q1 2026 | |
| 24 | VICTORY CAPITAL MANAGEMENT INC | $56.7M | 1.1M | ▲+19% Added · +168K sh | Q1 2026 | |
| 25 | FMR LLC | $55.3M | 1.0M | ▼−2.8% Reduced · −31K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 11, 2026 | HOGLUND ROBERT N | Director | Buy (P) | 2K | $98K |
| May 11, 2026 | McFarland John Carter | SVP, Commercial & Customer | Sell (S) | 819 | $40K |
| May 11, 2026 | McFarland John Carter | SVP, Commercial & Customer | Sell (S) | 2K | $76K |
| May 8, 2026 | Gallegos Juan Diego | VP, CHRO | Sell (S) | 3K | $134K |
| May 7, 2026 | Espinosa Maria Angelica | SVP, CLO, CCA & CC Officer | Sell (S) | 4K | $210K |
| May 6, 2026 | Trpik Joseph R JR | SVP, CFO | Sell (S) | 7K | $363K |
| May 6, 2026 | Trpik Joseph R JR | SVP, CFO | Sell (S) | 100 | $5K |
| May 1, 2026 | HOGLUND ROBERT N | Director | Grant (A) | 519 | $26K |
| Feb 27, 2026 | Felton Benjamin | EVP, COO | Sell (S) | 5K | $266K |
| Feb 13, 2026 | Espinosa Maria Angelica | SVP, CLO, CCA & CC Officer | Tax withholding (F) | 541 | $29K |
| Feb 13, 2026 | Espinosa Maria Angelica | SVP, CLO, CCA & CC Officer | Grant (A) | 180 | $10K |
| Feb 13, 2026 | Espinosa Maria Angelica | SVP, CLO, CCA & CC Officer | Tax withholding (F) | 791 | $43K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 162 funds | $61.6B |
| META PLATFORMS INC-CLASS AMETA | 158 funds | $27.8B |
| AMAZON.COM INCAMZN | 157 funds | $44.9B |
| NVIDIA CORPNVDA | 156 funds | $80.6B |
| ALPHABET INC-CL AGOOGL | 156 funds | $39.2B |
| TESLA INCTSLA | 156 funds | $16.3B |
| ELI LILLY & COLLY | 156 funds | $15.2B |
| MASTERCARD INC - AMA | 155 funds | $10.4B |
| COSTCO WHOLESALE CORPCOST | 155 funds | $9.9B |
| APPLE INCAAPL | 154 funds | $70.5B |
| BROADCOM INCAVGO | 154 funds | $30.7B |
| JPMORGAN CHASE & COJPM | 153 funds | $18.5B |
Ranked by how many of POR's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for POR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.