CUSIP 70476Q100COM SHSPDCCQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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9 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | University Of Wisconsin Foundation | 1.46M | $20.32M | 0 | Held |
| 2 | Jefferies Financial Group Inc. | 250.0K | $3.48M | 0 | Held |
| 3 | Goldman Sachs Group Inc | 249.4K | $3.47M | 0 | Held |
| 4 | Prudential Financial Inc | 161.4K | $2.25M |
| −3.4K |
| Reduced |
| 5 | Kingswood Wealth Advisors, LLC | 89.5K | $1.25M | +799 | Added |
| 6 | Osaic Holdings, Inc. | 1.6K | $22.3K | 0 | Held |
| 7 | N.E.W. Advisory Services LLC | 1.0K | $13.9K | +600 | Added |
| 8 | Morgan Stanley | 1.0K | $13.9K | 0 | Held |
| 9 | Ubs Group AG | 200 | $2.8K | −2.5K | Reduced |