PSFG
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Park Square Financial Group’s Portland General Electric POR Stock Holding History

Park Square Financial Group’s Portfolio POR Stock Details POR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-56
Closed -$2.27K – 770
2025
Q2 		$2.27K Buy
56
+9
+19% +$378 ﹤0.01% 868
2025
Q1 		$2.1K Hold
47
– – ﹤0.01% 850
2024
Q4 		$2.05K Buy
+47
New +$2.19K ﹤0.01% 839

Other funds holding POR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Park Square Financial Group's POR Position: Q3 2025 in Review

Park Square Financial Group sold out of Portland General Electric (POR) in Q3 2025, closing a stake of 56 shares — an estimated $2.27K sold.

Park Square Financial Group first reported a position in POR in Q4 2024 and held it in 3 quarters. The position peaked at $2.27K in Q2 2025. 438 funds tracked by Wall St. Rank hold POR as of Q3 2025.

  • Park Square Financial Group reported no remaining Portland General Electric position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 56 Portland General Electric shares in Q3 2025, an estimated $2.27K.
  • Park Square Financial Group first reported a position in Portland General Electric in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Portland General Electric position peaked at $2.27K in Q2 2025.
  • 438 funds tracked by Wall St. Rank held Portland General Electric as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.