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PFG Investments’s Comstock LODE Stock Holding History

PFG Investments’s Portfolio LODE Stock Details LODE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-63,388
Closed -$155K – 1096
2025
Q1 		$155K Buy
63,388
+61,399
+3,087% +$204K 0.01% 907
2024
Q4 		$15.9K Sell
1,989
-1,446
-42% -$6.18K ﹤0.01% 1013
2024
Q3 		$16.2K Sell
3,435
-700
-17% -$1.61K ﹤0.01% 1003
2024
Q2 		$6.78K Buy
4,135
+1,000
+32% +$2.59K ﹤0.01% 937
2024
Q1 		$11.4K Buy
3,135
+435
+16% +$1.96K ﹤0.01% 1032
2023
Q4 		$14.8K Buy
+2,700
New +$12.4K ﹤0.01% 481

Other funds holding LODE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return
ACA
Apis Capital Advisors New York $648M AUM 302.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PFG Investments's LODE Position: Q2 2025 in Review

PFG Investments sold out of Comstock (LODE) in Q2 2025, closing a stake of 63,388 shares — an estimated $155K sold.

PFG Investments first reported a position in LODE in Q4 2023 and held it in 6 quarters. The position peaked at $155K in Q1 2025. 42 funds tracked by Wall St. Rank hold LODE as of Q2 2025.

  • PFG Investments reported no remaining Comstock position as of Q2 2025 after selling out during the quarter.
  • PFG Investments sold 63,388 Comstock shares in Q2 2025, an estimated $155K.
  • PFG Investments first reported a position in Comstock in Q4 2023 and held it in 6 quarters.
  • PFG Investments's Comstock position peaked at $155K in Q1 2025.
  • 42 funds tracked by Wall St. Rank held Comstock as of Q2 2025.

Based on PFG Investments's 13F filing for Q2 2025, filed 18 Jul 2025.