NWF Advisory Services’s PowerBank Corp PBK Stock Holding History

NWF Advisory Services’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	$20.2K	Hold	30,000	–	–	﹤0.01%	452
2026 Q1	$16.1K	Hold	30,000	–	–	﹤0.01%	410
2025 Q4	$54.3K	Hold	30,000	–	–	0.01%	402
2025 Q3	$45.9K	Buy	+30,000	New	+$50.3K	0.01%	407

Other funds holding PBK

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

FFG

Frisch Financial Group Melville, New York $583M AUM 23.64% 1-Year Est. Return

NWF Advisory Services's PBK Position: Q2 2026 in Review

NWF Advisory Services held its PowerBank Corp (PBK) position steady in Q2 2026 at 30,000 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

NWF Advisory Services first reported a position in PBK in Q3 2025 and has held it in 4 quarters since. The position peaked at $54.3K in Q4 2025. 28 funds tracked by Wall St. Rank hold PBK as of Q2 2026.

NWF Advisory Services held 30,000 shares of PowerBank Corp worth $20.2K as of Q2 2026.
NWF Advisory Services left its PowerBank Corp share count unchanged in Q2 2026.
PowerBank Corp made up ﹤0.01% of NWF Advisory Services's portfolio in Q2 2026, its #452 holding.
NWF Advisory Services first reported a position in PowerBank Corp in Q3 2025 and has held it in 4 quarters since.
NWF Advisory Services's PowerBank Corp position peaked at $54.3K in Q4 2025.
28 funds tracked by Wall St. Rank held PowerBank Corp as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.