Security record · archived quarter
PFO
name pending profile ingest
13Tracked holders
0Δ holders
337.55KShares held
$3.19MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -6.6% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 13 | -2 | 893.11K | $8.25M | +1 | −3 |
| Q1 2026 | 15 | +1 | 901.92K | $8.15M | +1 | n/a |
| Q4 2025 | 13 | 0 | 337.55K | $3.19M | n/a | n/a |
| Q3 2025 | 1 | n/a | 114.22K | $1.11M | n/a | n/a |
| Q1 2025 | 1 | -1 | 11.87K | $109,469 | n/a | −1 |
| Q4 2024 | 2 | +1 | 23.27K | $209,636 | +1 | n/a |
| Q3 2024 | 1 | 0 | 12.55K | $118,114 | n/a | n/a |
| Q2 2024 | 1 | n/a | 12.55K | $106,315 | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 90.45K | -20.8% | $854,787 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | Wells Fargo & Company/Mn | 47.00K | n/a | $444,149 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Baird Financial Group, Inc. | 42.84K | n/a | $404,833 | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Invesco Ltd. | 41.67K | n/a | $393,791 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 40.74K | n/a | $384,983 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 15.66K | n/a | $148,025 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 15.07K | n/a | $142,459 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 11.70K | n/a | $110,600 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 11.15K | n/a | $105,410 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 8.99K | n/a | $84,935 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | UBS Group AG | 6.76K | n/a | $63,872 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Rockefeller Capital Management L.P. | 3.32K | n/a | $31,393 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 2.18K | n/a | $21,000 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 51 holders, 4.41M shares, $25.51M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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