SAG
PPSI

SageView Advisory Group’s Pioneer Power Solutions PPSI Stock Holding History

SageView Advisory Group’s Portfolio PPSI Stock Details PPSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$1.2K Buy
+253
New +$1.06K ﹤0.01% 2335
2024
Q2 		– Sell
-4,027
Closed -$405K – 709
2024
Q1 		$405K Buy
+4,027
New +$21.2K 0.02% 357

Other funds holding PPSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIA
Spectrum Investment Advisors Mequon, Wisconsin $201M AUM 15.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

SageView Advisory Group's PPSI Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Pioneer Power Solutions (PPSI) in Q4 2025: 253 shares worth $1.2K. The stake represents ﹤0.01% of the portfolio and ranks #2335 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in PPSI as recently as Q1 2024.

SageView Advisory Group first reported a position in PPSI in Q1 2024 and has held it in 2 quarters since. The position peaked at $405K in Q1 2024. 34 funds tracked by Wall St. Rank hold PPSI as of Q4 2025.

  • SageView Advisory Group held 253 shares of Pioneer Power Solutions worth $1.2K as of Q4 2025.
  • Pioneer Power Solutions was a new SageView Advisory Group position in Q4 2025.
  • Pioneer Power Solutions made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #2335 holding.
  • SageView Advisory Group first reported a position in Pioneer Power Solutions in Q1 2024 and has held it in 2 quarters since.
  • SageView Advisory Group's Pioneer Power Solutions position peaked at $405K in Q1 2024.
  • 34 funds tracked by Wall St. Rank held Pioneer Power Solutions as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.