PFX
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -22.2% ·
share flow +3.7% ·
net new positions -20.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 54.96K | -0.8% | $2.15M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 2 | Raymond James Financial Inc | 23.94K | +7.0% | $935,018 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Legal & General Group Plc | 15.14K | +15.6% | $601,815 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | UBS Group AG | 488 | +275.4% | $19,061 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Osaic Holdings, Inc. | 400 | 0.0% | $15,624 | 0.0% | Held | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 251 | +0.4% | $9,792 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Us Bancorp \De\ | 3 | 0.0% | $117 | 0.0% | Held | 2 | 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
| Bank Of America Corp /De/ | $4,771 | was 0.0% |
| Royal Bank Of Canada | $2,000 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 16 holders, 398.11K shares, $15.56M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.