PFG Investments’s Alibaba BABA Stock Holding History

PFG Investments’s Portfolio BABA Stock Details BABA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.17M	Sell	9,362 -466	-5%	-$70K	0.05%	325
2025 Q4	$1.44M	Buy	9,828 +2,413	+33%	+$393K	0.07%	254
2025 Q3	$1.33M	Sell	7,415 -4,134	-36%	-$542K	0.07%	259
2025 Q2	$1.31M	Sell	11,549 -1,010	-8%	-$120K	0.08%	236
2025 Q1	$1.66M	Buy	12,559 +1,841	+17%	+$212K	0.11%	192
2024 Q4	$909K	Buy	10,718 +1,625	+18%	+$153K	0.06%	317
2024 Q3	$965K	Sell	9,093 -480	-5%	-$39.3K	0.06%	311
2024 Q2	$689K	Sell	9,573 -1,130	-11%	-$86.6K	0.05%	355
2024 Q1	$774K	Buy	10,703 +6,911	+182%	+$506K	0.05%	395
2023 Q4	$294K	Buy	3,792 +1,001	+36%	+$79.8K	0.05%	357
2023 Q3	$242K	Buy	+2,791	New	+$255K	0.05%	415

Other funds holding BABA

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return