PI
OLB icon

PFG Investments’s OLB OLB Stock Holding History

PFG Investments’s Portfolio OLB Stock Details OLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-240,000
Closed -$449K – 1146
2025
Q2 		$449K Buy
+240,000
New +$372K 0.03% 566

Other funds holding OLB

AT
Avalon Trust Santa Fe, New Mexico $1.45B AUM 35.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MSWA
Marshall & Sterling Wealth Advisors Poughkeepsie, New York $169M AUM 17.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

PFG Investments's OLB Position: Q3 2025 in Review

PFG Investments sold out of OLB (OLB) in Q3 2025, closing a stake of 240,000 shares — an estimated $449K sold.

PFG Investments first reported a position in OLB in Q2 2025 and held it in 1 quarter. The position peaked at $449K in Q2 2025. 10 funds tracked by Wall St. Rank hold OLB as of Q3 2025.

  • PFG Investments reported no remaining OLB position as of Q3 2025 after selling out during the quarter.
  • PFG Investments sold 240,000 OLB shares in Q3 2025, an estimated $449K.
  • PFG Investments first reported a position in OLB in Q2 2025 and held it in 1 quarter.
  • PFG Investments's OLB position peaked at $449K in Q2 2025.
  • 10 funds tracked by Wall St. Rank held OLB as of Q3 2025.

Based on PFG Investments's 13F filing for Q3 2025, filed 31 Oct 2025.