| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| First American Bank | 17 | 4 | 0.83% | 1.87% | 2.54% | Q1 2014 | Q4 2021 | 30 |
| GLENMEDE TRUST CO NA | 17 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2020 | 18 |
| ENCOMPASS WEALTH ADVISORS, LLC | 11 | 11 | 0.16% | 0.18% | 0.20% | Q1 2021 | Q3 2023 | 11 |
| BOSTON FINANCIAL MANGEMENT LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q4 2018 | 9 |
| Hemenway Trust Co LLC | 7 | 7 | 0.04% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
| Granite Investment Advisors, LLC | 3 | 1 | 0.06% | 0.08% | 0.14% | Q3 2020 | Q3 2021 | 4 |
| Garde Capital, Inc. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
| WHALEROCK POINT PARTNERS, LLC | 3 | 3 | 4.53% | 4.74% | 5.15% | Q2 2019 | Q4 2019 | 3 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
| Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
| Capital Wealth Planning, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2018 | Q1 2018 | 1 |
| TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
This page lists all the filers that currently own PRIMECAP or have owned PRIMECAP in the past.