2 institutions reported holding $1.2M of BALANCED POOL (SCGB1) in SEC 13F filings for 2026-03-31. Largest institutional holders: Westside Investment Management, Inc. ($1.2M), Kohmann Bosshard Financial Services, LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Westside Investment Management, Inc. | $1.2M | 13,158 | Added |
| 2 | Kohmann Bosshard Financial Services, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31