98 tracked 13F filers disclose a position in PFN as of the latest SEC 13F filings, a combined $85.6M in reported value. 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | GUGGENHEIM CAPITAL LLC | $10.3M | 1.5M | ▼−13% Reduced · −214K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $8.4M | 1.2M | ▼−6.8% Reduced · −89K sh | Q1 2026 | |
| 3 | AMERIPRISE FINANCIAL INC | $7.4M | 1.1M | ▼−1.7% Reduced · −19K sh | Q1 2026 | |
| 4 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $5.8M | 838K | ▲+4.3% Added · +35K sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $5.3M | 774K | ▼−4.0% Reduced · −32K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $4.0M | 576K | ▼−26% Reduced · −206K sh | Q1 2026 | |
| 7 | Shaker Financial Services, LLC | $3.3M | 465K | ▲+24% Added · +89K sh | Q2 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $2.8M | 401K | ▲+243% Added · +284K sh | Q1 2026 | |
| 9 | ROYAL BANK OF CANADA | $2.6M | 378K | ▲+404% Added · +303K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $2.1M | 303K | ▲+46% Added · +96K sh | Q1 2026 | |
| 11 | J.W. COLE ADVISORS, INC. | $1.8M | 259K | ▲Added Added · +259K sh | Q2 2026 | |
| 12 | CoreCap Advisors, LLC | $1.7M | 247K | ▲+1.0% Added · +3K sh | Q1 2026 | |
| 13 | Cetera Investment Advisers | $1.4M | 199K | ▲+4.8% Added · +9K sh | Q1 2026 | |
| 14 | HORIZON KINETICS ASSET MANAGEMENT LLC | $1.3M | 191K | —Held | Q1 2026 | |
| 15 | JANE STREET GROUP, LLC | $1.3M | 187K | ▲+142% Added · +110K sh | Q1 2026 | |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 186K | ▼−1.9% Reduced · −4K sh | Q1 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $1.1M | 166K | ▲+10% Added · +15K sh | Q1 2026 | |
| 18 | Concurrent Investment Advisors, LLC | $1.2M | 163K | ▼−46% Reduced · −139K sh | Q2 2026 | |
| 19 | PRIVATE TRUST CO NA | $1.1M | 158K | ▼−9.1% Reduced · −16K sh | Q2 2026 | |
| 20 | Whipplewood Advisors, LLC | $956K | 134K | ▼−1.6% Reduced · −2K sh | Q2 2026 | |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $874K | 127K | ▼−5.0% Reduced · −7K sh | Q1 2026 | |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $824K | 120K | ▲+89% Added · +56K sh | Q1 2026 | |
| 23 | Stratos Wealth Partners, LTD. | $822K | 119K | ▲+17% Added · +18K sh | Q1 2026 | |
| 24 | Logan Stone Capital, LLC | $802K | 116K | ▲New +116K sh | Q1 2026 | |
| 25 | Keudell/Morrison Wealth Management | $811K | 114K | ▲+4.5% Added · +5K sh | Q2 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.
Last quarter, 6 funds opened a new position in PFN and 15 added to an existing one, while 12 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 42 funds | $4.8B |
| NVIDIA CORPNVDA | 42 funds | $3.7B |
| MICROSOFT CORPMSFT | 41 funds | $2.8B |
| AMAZON.COM INCAMZN | 41 funds | $2.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 41 funds | $2.0B |
| BROADCOM INCAVGO | 41 funds | $1.4B |
| ALPHABET INC-CL CGOOG | 41 funds | $1.3B |
| ALPHABET INC-CL AGOOGL | 40 funds | $1.8B |
| JOHNSON & JOHNSONJNJ | 40 funds | $1.1B |
| META PLATFORMS INC-CLASS AMETA | 40 funds | $882.8M |
| COSTCO WHOLESALE CORPCOST | 40 funds | $682.2M |
| CHEVRON CORPCVX | 40 funds | $567.4M |
Ranked by how many of PFN's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jan 9, 2020 | Cogan Sarah E | Director | Buy (P) | 1K | $11K |
Connected entities for PFN
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/PFN/capital-change-brief"
Use Arkolith's capital_change_brief for PFN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PFN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.