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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
11 top institutions tracked
Sentiment: unknown
No recent insider trades detected.
Red flags: 0
146 filers reported a long position in PFM for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| LPL Financial LLC | $100.4M | 1.8M | -1.8% |
| RAYMOND JAMES FINANCIAL INC | $50.5M | 910.2K | -1% |
| MORGAN STANLEY | $34.7M | 625.7K | -7.3% |
| Modern Wealth Management, LLC | $25.9M | 466.3K | New |
| BANK OF AMERICA CORP /DE/ | $15M | 271.2K | +1.2% |
| JONES FINANCIAL COMPANIES LLLP | $12.8M | 231.5K | +11% |
| WELLS FARGO & COMPANY/MN | $12.5M | 225.1K | +3.7% |
| Clearstead Advisors, LLC | $12M | 216.8K | -5.3% |
| ROYAL BANK OF CANADA | $10.7M | 193.6K | +161.7% |
| Wealthspire Retirement, LLC | $6.3M | 113.8K | +0.1% |
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