FFG
PBK

Frisch Financial Group’s PowerBank Corp PBK Stock Holding History

Frisch Financial Group’s Portfolio PBK Stock Details PBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.03K Hold
15,000
– – ﹤0.01% 167
2025
Q4 		$27.1K Hold
15,000
– – 0.01% 161
2025
Q3 		$22.9K Buy
+15,000
New +$25.2K 0.01% 156

Other funds holding PBK

CC
Covalis Capital London, United Kingdom $1.63B AUM 27.84% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
JWM
Jacksonville Wealth Management Jacksonville, Florida $148M AUM 23.77% 1-Year Est. Return

Frisch Financial Group's PBK Position: Q1 2026 in Review

Frisch Financial Group held its PowerBank Corp (PBK) position steady in Q1 2026 at 15,000 shares worth $8.03K. The position accounts for ﹤0.01% of the portfolio, ranked #167.

Frisch Financial Group first reported a position in PBK in Q3 2025 and has held it in 3 quarters since. The position peaked at $27.1K in Q4 2025. 29 funds tracked by Wall St. Rank hold PBK as of Q1 2026.

  • Frisch Financial Group held 15,000 shares of PowerBank Corp worth $8.03K as of Q1 2026.
  • Frisch Financial Group left its PowerBank Corp share count unchanged in Q1 2026.
  • PowerBank Corp made up ﹤0.01% of Frisch Financial Group's portfolio in Q1 2026, its #167 holding.
  • Frisch Financial Group first reported a position in PowerBank Corp in Q3 2025 and has held it in 3 quarters since.
  • Frisch Financial Group's PowerBank Corp position peaked at $27.1K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held PowerBank Corp as of Q1 2026.

Based on Frisch Financial Group's 13F filing for Q1 2026, filed 5 May 2026.