INCE Holdings Addition and Removal History
Changes are observation-bounded: an addition is the first retained snapshot containing a security after an earlier absence; a removal is the first retained snapshot where it is absent. Baseline holdings are not assigned invented historical addition dates.
Additions
| Ticker | Issuer | Observed date | Change |
|---|---|---|---|
| BARCLAYS BANK PLC | BARCLAYS BANK PLC | 2026-03-31 | Added / first present |
| Institutional Fidu | Institutional Fidu | 2026-03-31 | Added / first present |
| PPL Corporation | PPL Corporation | 2026-03-31 | Added / first present |
| Royal Bank of Canada | Royal Bank of Canada | 2026-03-31 | Added / first present |
| Southern Co. | Southern Co. | 2026-03-31 | Added / first present |
| TORONTO-DOMINION BANK | TORONTO-DOMINION BANK | 2026-03-31 | Added / first present |
| KKRPD | KKR & Co Inc. | 2026-03-31 | Added / first present |
| ORCLPD | Oracle Corp. | 2026-03-31 | Added / first present |
| ACN | Accenture PLC | 2026-03-31 | Added / first present |
| BAC | Bank of America Corp. | 2026-03-31 | Added / first present |
| BLK | Blackrock Inc. | 2026-03-31 | Added / first present |
| D | Dominion Energy Inc | 2026-03-31 | Added / first present |
| DELL | Dell Technologies Inc | 2026-03-31 | Added / first present |
| IBM | International Business Machines Corp. | 2026-03-31 | Added / first present |
| SCHW | The Charles Schwab Corporation | 2026-03-31 | Added / first present |
| TTE | TotalEnergies SE | 2026-03-31 | Added / first present |
Removals
| Ticker | Issuer | Observed date | Change |
|---|---|---|---|
| CITIGROUP GLOBAL MARKETS | CITIGROUP GLOBAL MARKETS | 2026-03-31 | Removed / first absent |
| MERRILL LYNCH BV | MERRILL LYNCH BV | 2026-03-31 | Removed / first absent |
| TORONTO-DOMINION BANK | TORONTO-DOMINION BANK | 2026-03-31 | Removed / first absent |
| UBS AG | UBS AG | 2026-03-31 | Removed / first absent |
| INFXX | Franklin Institutional US Government Money Market Fund | 2026-03-31 | Removed / first absent |
| TTFNF | TotalEnergies SE | 2026-03-31 | Removed / first absent |
| CMCSA | Comcast Corp | 2026-03-31 | Removed / first absent |
| LYB | LyondellBasell Industries NV | 2026-03-31 | Removed / first absent |
| NEE | NextEra Energy Inc | 2026-03-31 | Removed / first absent |
| NKE | NIKE Inc | 2026-03-31 | Removed / first absent |
| PNC | PNC Financial Services Group I | 2026-03-31 | Removed / first absent |
| SBUX | Starbucks Corp | 2026-03-31 | Removed / first absent |
| TGT | Target Corp | 2026-03-31 | Removed / first absent |