PFO
SPE

PMG Family Office’s Special Opportunities Fund SPE Stock Holding History

PMG Family Office’s Portfolio SPE Stock Details SPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$137K Buy
+10,137
New +$142K 0.13% 110

Other funds holding SPE

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return

PMG Family Office's SPE Position: Q2 2026 in Review

PMG Family Office opened a new position in Special Opportunities Fund (SPE) in Q2 2026: 10,137 shares worth $137K. The stake represents 0.13% of the portfolio and ranks #110 among its holdings.

5 funds tracked by Wall St. Rank hold SPE as of Q2 2026.

  • PMG Family Office held 10,137 shares of Special Opportunities Fund worth $137K as of Q2 2026.
  • Special Opportunities Fund was a new PMG Family Office position in Q2 2026.
  • Special Opportunities Fund made up 0.13% of PMG Family Office's portfolio in Q2 2026, its #110 holding.
  • 5 funds tracked by Wall St. Rank held Special Opportunities Fund as of Q2 2026.

Based on PMG Family Office's 13F filing for Q2 2026, filed 16 Jul 2026.