RFG Advisory’s PowerBank Corp PBK Stock Holding History

RFG Advisory’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 Q1	–	Sell	-10,000	Closed	-$18.1K	–	1123
2025 Q4	$18.1K	Buy	+10,000	New	+$17.1K	﹤0.01%	978

Other funds holding PBK

Covalis Capital London, United Kingdom $1.63B AUM 27.84% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return

FFG

Frisch Financial Group Melville, New York $478M AUM 16.28% 1-Year Est. Return

RFG Advisory's PBK Position: Q1 2026 in Review

RFG Advisory sold out of PowerBank Corp (PBK) in Q1 2026, closing a stake of 10,000 shares — an estimated $18.1K sold.

RFG Advisory first reported a position in PBK in Q4 2025 and held it in 1 quarter. The position peaked at $18.1K in Q4 2025. 29 funds tracked by Wall St. Rank hold PBK as of Q1 2026.

RFG Advisory reported no remaining PowerBank Corp position as of Q1 2026 after selling out during the quarter.
RFG Advisory sold 10,000 PowerBank Corp shares in Q1 2026, an estimated $18.1K.
RFG Advisory first reported a position in PowerBank Corp in Q4 2025 and held it in 1 quarter.
RFG Advisory's PowerBank Corp position peaked at $18.1K in Q4 2025.
29 funds tracked by Wall St. Rank held PowerBank Corp as of Q1 2026.

Based on RFG Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.