This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PFG/capital-change-brief"
Use Arkolith's capital_change_brief for PFG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $1.8B | 20.3M | ▼−0.4% Reduced · −92K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $1.2B | 13.5M | ▲New +13.5M sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.0B | 11.3M | ▲New +11.3M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $917.3M | 10.2M | ▼−3.1% Reduced · −330K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $794.7M | 8.8M | ▲+5.0% Added · +420K sh | Q1 2026 | |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $533.8M | 5.9M | ▲+310% Added · +4.5M sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $508.2M | 5.7M | ▲+1.5% Added · +85K sh | Q1 2026 | |
| 8 | DIMENSIONAL FUND ADVISORS LP | $350.2M | 3.9M | ▲+3.2% Added · +119K sh | Q1 2026 | |
| 9 | NORTHERN TRUST CORP | $300.4M | 3.3M | ▼−2.7% Reduced · −94K sh | Q1 2026 | |
| 10 | NORGES BANK | $273.3M | 3.1M | ▲+8.3% Added · +239K sh | Q4 2025 | |
| 11 | MORGAN STANLEY | $270.9M | 3.0M | ▼−2.4% Reduced · −74K sh | Q1 2026 | |
| 12 | GOLDMAN SACHS GROUP INC | $248.2M | 2.8M | ▲+10% Added · +255K sh | Q1 2026 | |
| 13 | AQR CAPITAL MANAGEMENT LLC | $220.6M | 2.5M | ▲+4.6% Added · +109K sh | Q1 2026 | |
| 14 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $177.7M | 2.0M | ▼−0.3% Reduced · −5K sh | Q1 2026 | |
| 15 | Legal & General Group Plc | $152.7M | 1.7M | ▲+3.4% Added · +55K sh | Q1 2026 | |
| 16 | DEUTSCHE BANK AG\ | $124.7M | 1.4M | ▲+20% Added · +229K sh | Q1 2026 | |
| 17 | Bank of New York Mellon Corp | $107.3M | 1.2M | ▼−1.9% Reduced · −23K sh | Q1 2026 | |
| 18 | JPMORGAN CHASE & CO | $105.0M | 1.2M | ▲+11% Added · +122K sh | Q1 2026 | |
| 19 | UBS Group AG | $105.1M | 1.2M | ▲+22% Added · +207K sh | Q1 2026 | |
| 20 | Amundi | $103.8M | 1.2M | ▼−6.8% Reduced · −85K sh | Q1 2026 | |
| 21 | VANGUARD FIDUCIARY TRUST CO | $101.8M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 22 | AustralianSuper Pty Ltd | $84.5M | 937K | ▲+4.5% Added · +41K sh | Q1 2026 | |
| 23 | ROYAL BANK OF CANADA | $79.1M | 878K | ▲+14% Added · +109K sh | Q1 2026 | |
| 24 | HSBC HOLDINGS PLC | $70.4M | 781K | ▼−3.9% Reduced · −31K sh | Q1 2026 | |
| 25 | LPL Financial LLC | $65.6M | 728K | ▲+40% Added · +207K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 26, 2026 | Bhatia Kamal | President and CEO - PAM | Grant (A) | 430 | $0 |
| Jun 26, 2026 | Auerbach Jonathan | Director | Grant (A) | 166 | $0 |
| Jun 26, 2026 | Agrawal Vivek | EVP & Chief Growth Officer | Grant (A) | 234 | $0 |
| Jun 26, 2026 | Beams Mary E. | Director | Grant (A) | 109 | $0 |
| Jun 26, 2026 | Cheong Wee Yee | President - Asia & Middle East | Grant (A) | 368 | $0 |
| Jun 26, 2026 | Carter Miller Jocelyn | Director | Grant (A) | 669 | $0 |
| Jun 26, 2026 | Friedrich Amy Christine | President - Benefits & Protect | Grant (A) | 599 | $0 |
| Jun 26, 2026 | STRABLE-SOETHOUT DEANNA D | Chair, President and CEO | Grant (A) | 612 | $0 |
| Jun 26, 2026 | STRABLE-SOETHOUT DEANNA D | Chair, President and CEO | Grant (A) | 44 | $0 |
| Jun 26, 2026 | HOCHSCHILD ROGER C | Director | Grant (A) | 294 | $0 |
| Jun 26, 2026 | HOCHSCHILD ROGER C | Director | Grant (A) | 219 | $24K |
| Jun 26, 2026 | Kay Kathleen B | EVP-Chief Information Officer | Grant (A) | 398 | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 283 funds | $363.9B |
| AMAZON.COM INCAMZN | 282 funds | $195.5B |
| BROADCOM INCAVGO | 282 funds | $143.6B |
| APPLE INCAAPL | 281 funds | $279.7B |
| ALPHABET INC-CL AGOOGL | 281 funds | $163.0B |
| MICROSOFT CORPMSFT | 280 funds | $264.0B |
| JPMORGAN CHASE & COJPM | 280 funds | $64.3B |
| META PLATFORMS INC-CLASS AMETA | 279 funds | $103.7B |
| VISA INC-CLASS A SHARESV | 279 funds | $55.5B |
| MASTERCARD INC - AMA | 278 funds | $52.7B |
| MERCK & CO. INC.MRK | 278 funds | $28.7B |
| ELI LILLY & COLLY | 277 funds | $68.5B |
Ranked by how many of PFG's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PFG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.