Osaic Holdings
PBK

Osaic Holdings’s PowerBank Corp PBK Stock Holding History

Osaic Holdings’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 		$16.7K Buy
31,000
+500
+2% +$572 ﹤0.01% 5967
2025
Q4 		$55.2K Buy
30,500
+500
+2% +$853 ﹤0.01% 5162
2025
Q3 		$59.4K Buy
+30,000
New +$50.3K ﹤0.01% 5201

Other funds holding PBK

CC
Covalis Capital London, United Kingdom $1.63B AUM 27.84% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
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
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
Geode Capital Management
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

Osaic Holdings's PBK Position: Q1 2026 in Review

Osaic Holdings increased its PowerBank Corp (PBK) stake by 1.6% in Q1 2026, buying an estimated $572 and bringing the position to 31,000 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #5967.

Osaic Holdings first reported a position in PBK in Q3 2025 and has held it in 3 quarters since. The position peaked at $59.4K in Q3 2025. 29 funds tracked by Wall St. Rank hold PBK as of Q1 2026.

  • Osaic Holdings held 31,000 shares of PowerBank Corp worth $16.7K as of Q1 2026.
  • Osaic Holdings bought 500 PowerBank Corp shares in Q1 2026, an estimated $572.
  • PowerBank Corp made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #5967 holding.
  • Osaic Holdings first reported a position in PowerBank Corp in Q3 2025 and has held it in 3 quarters since.
  • Osaic Holdings's PowerBank Corp position peaked at $59.4K in Q3 2025.
  • 29 funds tracked by Wall St. Rank held PowerBank Corp as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.