PFS
PBK

Prospera Financial Services’s PowerBank Corp PBK Stock Holding History

Prospera Financial Services’s Portfolio PBK Stock Details PBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.9K Hold
10,000
– – ﹤0.01% 1465
2026
Q1 		$5.35K Hold
10,000
– – ﹤0.01% 1415
2025
Q4 		$18.1K Buy
+10,000
New +$17.1K ﹤0.01% 1352

Other funds holding PBK

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
KTC
Kentucky Trust Company Danville, Kentucky $208M AUM 32.13% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Prospera Financial Services's PBK Position: Q2 2026 in Review

Prospera Financial Services held its PowerBank Corp (PBK) position steady in Q2 2026 at 10,000 shares worth $6.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1465.

Prospera Financial Services first reported a position in PBK in Q4 2025 and has held it in 3 quarters since. The position peaked at $18.1K in Q4 2025. 6 funds tracked by Wall St. Rank hold PBK as of Q2 2026.

  • Prospera Financial Services held 10,000 shares of PowerBank Corp worth $6.9K as of Q2 2026.
  • Prospera Financial Services left its PowerBank Corp share count unchanged in Q2 2026.
  • PowerBank Corp made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1465 holding.
  • Prospera Financial Services first reported a position in PowerBank Corp in Q4 2025 and has held it in 3 quarters since.
  • Prospera Financial Services's PowerBank Corp position peaked at $18.1K in Q4 2025.
  • 6 funds tracked by Wall St. Rank held PowerBank Corp as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.