PFG Private Wealth Management’s Piedmont Lithium PLL Stock Holding History

PFG Private Wealth Management’s Portfolio PLL Stock Details PLL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-19	Closed	-$120	–	192
2025 Q1	$120	Hold	19	–	–	﹤0.01%	259
2024 Q4	$166	Hold	19	–	–	﹤0.01%	230
2024 Q3	$170	Hold	19	–	–	﹤0.01%	230
2024 Q2	$190	Hold	19	–	–	﹤0.01%	230
2024 Q1	$253	Hold	19	–	–	﹤0.01%	214
2023 Q4	$536	Hold	19	–	–	﹤0.01%	214
2023 Q3	$754	Hold	19	–	–	﹤0.01%	258
2023 Q2	$1.1K	Hold	19	–	–	﹤0.01%	262
2023 Q1	$1.14K	Hold	19	–	–	﹤0.01%	264
2022 Q4	$1K	Buy	+19	New	+$1.05K	﹤0.01%	325
2022 Q3	–	Sell	-10	Closed	–	–	362
2022 Q2	$0	Buy	+10	New	+$592	﹤0.01%	328

Other funds holding PLL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PFG Private Wealth Management's PLL Position: Q2 2025 in Review

PFG Private Wealth Management sold out of Piedmont Lithium (PLL) in Q2 2025, closing a stake of 19 shares — an estimated $120 sold.

PFG Private Wealth Management first reported a position in PLL in Q2 2022 and held it in 11 quarters. The position peaked at $1.14K in Q1 2023. 87 funds tracked by Wall St. Rank hold PLL as of Q2 2025.

PFG Private Wealth Management reported no remaining Piedmont Lithium position as of Q2 2025 after selling out during the quarter.
PFG Private Wealth Management sold 19 Piedmont Lithium shares in Q2 2025, an estimated $120.
PFG Private Wealth Management first reported a position in Piedmont Lithium in Q2 2022 and held it in 11 quarters.
PFG Private Wealth Management's Piedmont Lithium position peaked at $1.14K in Q1 2023.
87 funds tracked by Wall St. Rank held Piedmont Lithium as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.