PFG Investments’s MoneyLion Inc. ML Stock Holding History

PFG Investments’s Portfolio ML Stock Details ML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,500	Closed	-$215K	–	1109
2024 Q4	$215K	Buy	+2,500	New	+$169K	0.01%	871

Other funds holding ML

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return

MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

PFG Investments's ML Position: Q1 2025 in Review

PFG Investments sold out of MoneyLion Inc. (ML) in Q1 2025, closing a stake of 2,500 shares — an estimated $215K sold.

PFG Investments first reported a position in ML in Q4 2024 and held it in 1 quarter. The position peaked at $215K in Q4 2024. 149 funds tracked by Wall St. Rank hold ML as of Q1 2025.

PFG Investments reported no remaining MoneyLion Inc. position as of Q1 2025 after selling out during the quarter.
PFG Investments sold 2,500 MoneyLion Inc. shares in Q1 2025, an estimated $215K.
PFG Investments first reported a position in MoneyLion Inc. in Q4 2024 and held it in 1 quarter.
PFG Investments's MoneyLion Inc. position peaked at $215K in Q4 2024.
149 funds tracked by Wall St. Rank held MoneyLion Inc. as of Q1 2025.

Based on PFG Investments's 13F filing for Q1 2025, filed 22 Apr 2025.