LI
PBK

LRI Investments’s PowerBank Corp PBK Stock Holding History

LRI Investments’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
2025
Q3 		– Sell
-1,000
Closed -$1.52K – 1369
2025
Q2 		$1.52K Hold
1,000
– – ﹤0.01% 1186
2025
Q1 		$2.43K Buy
+1,000
New +$3.46K ﹤0.01% 1084

Other funds holding PBK

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
FFG
Frisch Financial Group Melville, New York $478M AUM 16.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $215M AUM 13.15% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LRI Investments's PBK Position: Q3 2025 in Review

LRI Investments sold out of PowerBank Corp (PBK) in Q3 2025, closing a stake of 1,000 shares — an estimated $1.52K sold.

LRI Investments first reported a position in PBK in Q1 2025 and held it in 2 quarters. The position peaked at $2.43K in Q1 2025. 21 funds tracked by Wall St. Rank hold PBK as of Q3 2025.

  • LRI Investments reported no remaining PowerBank Corp position as of Q3 2025 after selling out during the quarter.
  • LRI Investments sold 1,000 PowerBank Corp shares in Q3 2025, an estimated $1.52K.
  • LRI Investments first reported a position in PowerBank Corp in Q1 2025 and held it in 2 quarters.
  • LRI Investments's PowerBank Corp position peaked at $2.43K in Q1 2025.
  • 21 funds tracked by Wall St. Rank held PowerBank Corp as of Q3 2025.

Based on LRI Investments's 13F filing for Q3 2025, filed 3 Nov 2025.