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
2026
Q1 		– Sell
-253
Closed -$1.2K – 1943
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 Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SIA
Spectrum Investment Advisors Mequon, Wisconsin $245M AUM 16.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SageView Advisory Group's PPSI Position: Q1 2026 in Review

SageView Advisory Group sold out of Pioneer Power Solutions (PPSI) in Q1 2026, closing a stake of 253 shares — an estimated $1.2K sold.

SageView Advisory Group first reported a position in PPSI in Q1 2024 and held it in 2 quarters. The position peaked at $405K in Q1 2024. 33 funds tracked by Wall St. Rank hold PPSI as of Q1 2026.

  • SageView Advisory Group reported no remaining Pioneer Power Solutions position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 253 Pioneer Power Solutions shares in Q1 2026, an estimated $1.2K.
  • SageView Advisory Group first reported a position in Pioneer Power Solutions in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's Pioneer Power Solutions position peaked at $405K in Q1 2024.
  • 33 funds tracked by Wall St. Rank held Pioneer Power Solutions as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.