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 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

Covalis Capital London, United Kingdom $1.63B AUM 27.84% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return

FFG

Frisch Financial Group Melville, New York $478M AUM 16.28% 1-Year Est. Return

JWM

Jacksonville Wealth Management Jacksonville, Florida $148M AUM 23.77% 1-Year Est. Return

NWF Advisory Services's PBK Position: Q1 2026 in Review

NWF Advisory Services held its PowerBank Corp (PBK) position steady in Q1 2026 at 30,000 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

NWF Advisory Services first reported a position in PBK in Q3 2025 and has held it in 3 quarters since. The position peaked at $54.3K in Q4 2025. 29 funds tracked by Wall St. Rank hold PBK as of Q1 2026.

NWF Advisory Services held 30,000 shares of PowerBank Corp worth $16.1K as of Q1 2026.
NWF Advisory Services left its PowerBank Corp share count unchanged in Q1 2026.
PowerBank Corp made up ﹤0.01% of NWF Advisory Services's portfolio in Q1 2026, its #410 holding.
NWF Advisory Services first reported a position in PowerBank Corp in Q3 2025 and has held it in 3 quarters since.
NWF Advisory Services's PowerBank Corp position peaked at $54.3K in Q4 2025.
29 funds tracked by Wall St. Rank held PowerBank Corp as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.