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PFG Investments’s Broadwind BWEN Stock Holding History

PFG Investments’s Portfolio BWEN Stock Details BWEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$48.3K Hold
10,000
– – ﹤0.01% 1265
2026
Q1 		$20.8K Hold
10,000
– – ﹤0.01% 1178
2025
Q4 		$28.3K Hold
10,000
– – ﹤0.01% 1132
2025
Q3 		$21K Hold
10,000
– – ﹤0.01% 1104
2025
Q2 		$18.1K Hold
10,000
– – ﹤0.01% 1028
2025
Q1 		$14.5K Hold
10,000
– – ﹤0.01% 1001
2024
Q4 		$18.8K Hold
10,000
– – ﹤0.01% 1010
2024
Q3 		$22.7K Hold
10,000
– – ﹤0.01% 995
2024
Q2 		$32.8K Sell
10,000
-10
-0.1% -$30 ﹤0.01% 906
2024
Q1 		$23.8K Buy
+10,010
New +$24.6K ﹤0.01% 1017

Other funds holding BWEN

GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
TC
T3 Companies New York $93.7M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.99% 1-Year Est. Return

PFG Investments's BWEN Position: Q2 2026 in Review

PFG Investments held its Broadwind (BWEN) position steady in Q2 2026 at 10,000 shares worth $48.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1265.

PFG Investments first reported a position in BWEN in Q1 2024 and has held it in 10 quarters since. 9 funds tracked by Wall St. Rank hold BWEN as of Q2 2026.

  • PFG Investments held 10,000 shares of Broadwind worth $48.3K as of Q2 2026.
  • PFG Investments left its Broadwind share count unchanged in Q2 2026.
  • Broadwind made up ﹤0.01% of PFG Investments's portfolio in Q2 2026, its #1265 holding.
  • PFG Investments first reported a position in Broadwind in Q1 2024 and has held it in 10 quarters since.
  • 9 funds tracked by Wall St. Rank held Broadwind as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.