GAFA
PBK

Garton & Associates Financial Advisors’s PowerBank Corp PBK Stock Holding History

Garton & Associates Financial Advisors’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 		– Sell
-2,800
Closed -$5.07K – 728
2025
Q4 		$5.07K Buy
+2,800
New +$4.78K ﹤0.01% 993

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 $8.23B AUM 30.88% 1-Year Est. Return
FFG
Frisch Financial Group Melville, New York $478M AUM 16.28% 1-Year Est. Return

Garton & Associates Financial Advisors's PBK Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of PowerBank Corp (PBK) in Q1 2026, closing a stake of 2,800 shares — an estimated $5.07K sold.

Garton & Associates Financial Advisors first reported a position in PBK in Q4 2025 and held it in 1 quarter. The position peaked at $5.07K in Q4 2025. 29 funds tracked by Wall St. Rank hold PBK as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining PowerBank Corp position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 2,800 PowerBank Corp shares in Q1 2026, an estimated $5.07K.
  • Garton & Associates Financial Advisors first reported a position in PowerBank Corp in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's PowerBank Corp position peaked at $5.07K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held PowerBank Corp as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.