1 institutions reported holding $263,962 of BALANCED POOL (SCGB1) in SEC 13F filings for 2026-06-30. Largest institutional holders: Westside Investment Management, Inc. ($263,962). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Westside Investment Management, Inc. | $263,962 | 2,578 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30