CUSIP 72201F490BOND FUNDSPIMIXQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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7 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Everett Harris & Co /Ca/ | 82.3K | $904.0K | 0 | Held |
| 2 | Garton & Associates Financial Advisors LLC | 69.8K | $766.6K | +69.8K | New Position |
| 3 | Redwood Wealth Management Group, LLC | 49.4K | $543.1K | −4.4K | Reduced |
| 4 | Oakworth Capital, Inc. | 34.7K |
| $380.9K |
| +34.3K |
| Added |
| 5 | First Merchants Corp | 14.7K | $161.5K | 0 | Held |
| 6 | Financial Gravity Asset Management, Inc. | 2.1K | $22.6K | +495 | Added |
| 7 | Motiv8 Investments LLC | 6.9K | $76 | +6.9K | New |