Mission Wealth Management
PBK icon

Mission Wealth Management’s PowerBank Corp PBK Stock Holding History

Mission 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
Q3 		– Sell
-11,484
Closed -$7.92K – 1074
2026
Q2 		$7.92K Buy
+11,484
New +$8.61K ﹤0.01% 1067

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HUB Investment Partners
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Osaic Holdings
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NWF Advisory Services
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Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Frisch Financial Group
Frisch Financial Group Melville, New York $633M AUM 16.05% 1-Year Est. Return
Ferguson Shapiro
Ferguson Shapiro Decatur, Georgia $344M AUM 7.89% 1-Year Est. Return

Mission Wealth Management's PBK Position: Q3 2026 in Review

Mission Wealth Management sold out of PowerBank Corp (PBK) in Q3 2026, closing a stake of 11,484 shares — an estimated $7.92K sold.

Mission Wealth Management first reported a position in PBK in Q2 2026 and held it in 1 quarter. The position peaked at $7.92K in Q2 2026. 23 funds tracked by Wall St. Rank hold PBK as of Q3 2026.

  • Mission Wealth Management reported no remaining PowerBank Corp position as of Q3 2026 after selling out during the quarter.
  • Mission Wealth Management sold 11,484 PowerBank Corp shares in Q3 2026, an estimated $7.92K.
  • Mission Wealth Management first reported a position in PowerBank Corp in Q2 2026 and held it in 1 quarter.
  • Mission Wealth Management's PowerBank Corp position peaked at $7.92K in Q2 2026.
  • 23 funds tracked by Wall St. Rank held PowerBank Corp as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.