MFGM
PPLT

Marshall Financial Group (Maryland)’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Marshall Financial Group (Maryland)’s Portfolio PPLT Stock Details PPLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.69M Sell
190,230
-20
-0% -$348 0.39% 53
2026
Q1 		$3.39M Buy
+190,250
New +$3.8M 0.54% 34

Other funds holding PPLT

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $780M AUM 24.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Marshall Financial Group (Maryland)'s PPLT Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its abrdn Physical Platinum Shares ETF (PPLT) stake by 0.01% in Q2 2026, selling an estimated $348 and leaving 190,230 shares worth $2.69M. The position accounts for 0.39% of the portfolio, ranked #53.

Marshall Financial Group (Maryland) first reported a position in PPLT in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.39M in Q1 2026. 236 funds tracked by Wall St. Rank hold PPLT as of Q2 2026.

  • Marshall Financial Group (Maryland) held 190,230 shares of abrdn Physical Platinum Shares ETF worth $2.69M as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 20 abrdn Physical Platinum Shares ETF shares in Q2 2026, an estimated $348.
  • abrdn Physical Platinum Shares ETF made up 0.39% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #53 holding.
  • Marshall Financial Group (Maryland) first reported a position in abrdn Physical Platinum Shares ETF in Q1 2026 and has held it in 2 quarters since.
  • Marshall Financial Group (Maryland)'s abrdn Physical Platinum Shares ETF position peaked at $3.39M in Q1 2026.
  • 236 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.