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First Pacific Financial’s Portland General Electric POR Stock Holding History

First Pacific Financial’s Portfolio POR Stock Details POR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$441K Buy
9,873
+478
+5% +$23.8K 0.05% 152
2026
Q2 		$487K Sell
9,395
-624
-6% -$31.6K 0.06% 132
2026
Q1 		$529K Buy
10,019
+139
+1% +$7.14K 0.07% 127
2025
Q4 		$474K Sell
9,880
-599
-6% -$28.3K 0.06% 133
2025
Q3 		$461K Sell
10,479
-645
-6% -$27.1K 0.06% 131
2025
Q2 		$452K Sell
11,124
-1,035
-9% -$43.4K 0.07% 135
2025
Q1 		$542K Sell
12,159
-53
-0.4% -$2.27K 0.11% 102
2024
Q4 		$533K Sell
12,212
-119
-1% -$5.54K 0.12% 103
2024
Q3 		$591K Buy
12,331
+347
+3% +$16.2K 0.14% 97
2024
Q2 		$518K Buy
11,984
+794
+7% +$34.2K 0.13% 93
2024
Q1 		$470K Buy
11,190
+691
+7% +$28.5K 0.13% 94
2023
Q4 		$455K Buy
10,499
+84
+0.8% +$3.49K 0.14% 93
2023
Q3 		$422K Sell
10,415
-293
-3% -$13.3K 0.19% 88
2023
Q2 		$501K Sell
10,708
-283
-3% -$14K 0.21% 87
2023
Q1 		$537K Sell
10,991
-284
-3% -$13.6K 0.25% 86
2022
Q4 		$552K Buy
11,275
+407
+4% +$18.9K 0.27% 86
2022
Q3 		$472K Buy
10,868
+356
+3% +$18.2K 0.27% 89
2022
Q2 		$508K Buy
10,512
+447
+4% +$22.2K 0.24% 87
2022
Q1 		$555K Buy
10,065
+1
+0% +$53 0.29% 73
2021
Q4 		$533K Buy
10,064
+118
+1% +$5.89K 0.26% 83
2021
Q3 		$467K Buy
9,946
+80
+0.8% +$3.94K 0.25% 82
2021
Q2 		$455K Buy
9,866
+1,133
+13% +$55.7K 0.25% 82
2021
Q1 		$415K Sell
8,733
-252
-3% -$11K 0.26% 79
2020
Q4 		$384K Buy
+8,985
New +$366K 0.23% 79

Other funds holding POR

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
ADBIC
A.D. Beadell Investment Counsel Mequon, Wisconsin $151M AUM 13.87% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

First Pacific Financial's POR Position: Q3 2026 in Review

First Pacific Financial increased its Portland General Electric (POR) stake by 5.1% in Q3 2026, buying an estimated $23.8K and bringing the position to 9,873 shares worth $441K. The position accounts for 0.05% of the portfolio, ranked #152.

First Pacific Financial first reported a position in POR in Q4 2020 and has held it in 24 quarters since. The position peaked at $591K in Q3 2024. 43 funds tracked by Wall St. Rank hold POR as of Q3 2026.

  • First Pacific Financial held 9,873 shares of Portland General Electric worth $441K as of Q3 2026.
  • First Pacific Financial bought 478 Portland General Electric shares in Q3 2026, an estimated $23.8K.
  • Portland General Electric made up 0.05% of First Pacific Financial's portfolio in Q3 2026, its #152 holding.
  • First Pacific Financial first reported a position in Portland General Electric in Q4 2020 and has held it in 24 quarters since.
  • First Pacific Financial's Portland General Electric position peaked at $591K in Q3 2024.
  • 43 funds tracked by Wall St. Rank held Portland General Electric as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.