CUSIP 69420N726S&P 500 BUFFERDECPQ4 2025
Aggregate 13F value by quarter
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12 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Prudential Financial Inc | 274.4K | $8.36M | +88.5K | Added |
| 2 | Commonwealth Equity Services, LLC | 56.3K | $1.72M | +30.6K | Added |
| 3 | Cypress Financial Planning LLC | 31.7K | $968.6K | +31.7K | New |
| 4 | Raymond James Financial Inc | 23.9K | $728.4K |
| +23.9K |
| New |
| 5 | Kestra Advisory Services, LLC | 13.3K | $405.8K | +3.0K | Added |
| 6 | Cetera Investment Advisers | 13.2K | $401.6K | −12.7K | Reduced |
| 7 | Steward Partners Investment Advisory, LLC | 7.4K | $226.2K | +7.4K | New |
| 8 | Pinnacle Financial Partners, Inc. | 6.7K | $204.1K | +6.7K | New Position |
| 9 | Pnc Financial Services Group, Inc. | 3.4K | $102.3K | +3.4K | New |
| 10 | Royal Bank Of Canada | 3.0K | $92.0K | −8.1K | Reduced |
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