JWM
PBK

Jacksonville Wealth Management’s PowerBank Corp PBK Stock Holding History

Jacksonville Wealth Management’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
Q2 		$10.3K Hold
15,000
– – 0.01% 76
2026
Q1 		$8.03K Buy
+15,000
New +$17.2K 0.01% 68

Other funds holding PBK

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DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
CC
Covalis Capital London, United Kingdom $1.77B AUM 26.68% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

Jacksonville Wealth Management's PBK Position: Q2 2026 in Review

Jacksonville Wealth Management held its PowerBank Corp (PBK) position steady in Q2 2026 at 15,000 shares worth $10.3K. The position accounts for 0.01% of the portfolio, ranked #76.

Jacksonville Wealth Management first reported a position in PBK in Q1 2026 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold PBK as of Q2 2026.

  • Jacksonville Wealth Management held 15,000 shares of PowerBank Corp worth $10.3K as of Q2 2026.
  • Jacksonville Wealth Management left its PowerBank Corp share count unchanged in Q2 2026.
  • PowerBank Corp made up 0.01% of Jacksonville Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Jacksonville Wealth Management first reported a position in PowerBank Corp in Q1 2026 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held PowerBank Corp as of Q2 2026.

Based on Jacksonville Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.