Steward Partners Investment Advisory’s abrdn Physical Palladium Shares ETF PALL Stock Holding History

Steward Partners Investment Advisory’s Portfolio PALL Stock Details PALL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$299K	Buy	11,085 +5,530	+100%	+$171K	﹤0.01%	1807
2025 Q4	$162K	Sell	5,555 -75	-1%	-$2.02K	﹤0.01%	2029
2025 Q3	$129K	Buy	5,630 +1,880	+50%	+$40.2K	﹤0.01%	2087
2025 Q2	$75.5K	Sell	3,750 -500	-12%	-$9.04K	﹤0.01%	2268
2025 Q1	$77K	Sell	4,250 -375	-8%	-$6.59K	﹤0.01%	2167
2024 Q4	$77.3K	Hold	4,625	–	–	﹤0.01%	2109
2024 Q3	$84.8K	Buy	4,625 +1,045	+29%	+$18.5K	﹤0.01%	1965
2024 Q2	$63.8K	Hold	3,580	–	–	﹤0.01%	1983
2024 Q1	$67K	Sell	3,580 -20	-0.6%	-$360	﹤0.01%	1958
2023 Q4	$72.8K	Sell	3,600 -4,990	-58%	-$101K	﹤0.01%	1820
2023 Q3	$198K	Sell	8,590 -785	-8%	-$18.1K	﹤0.01%	1289
2023 Q2	$213K	Sell	9,375 -960	-9%	-$25.6K	﹤0.01%	1259
2023 Q1	$279K	Sell	10,335 -500	-5%	-$14.5K	﹤0.01%	1138
2022 Q4	$358K	Sell	10,835 -260	-2%	-$9.33K	0.01%	1021
2022 Q3	$446K	Buy	11,095 +15	+0.1%	+$579	0.01%	893
2022 Q2	$396K	Buy	11,080 +3,625	+49%	+$140K	0.01%	938
2022 Q1	$311K	Sell	7,455 -655	-8%	-$28.4K	﹤0.01%	1114
2021 Q4	$286K	Sell	8,110 -2,700	-25%	-$97.8K	﹤0.01%	1158
2021 Q3	$386K	Sell	10,810 -1,425	-12%	-$65K	0.01%	1010
2021 Q2	$635K	Buy	12,235 +3,725	+44%	+$194K	0.01%	846
2021 Q1	$417K	Buy	8,510 +2,025	+31%	+$91.2K	0.01%	955
2020 Q4	$298K	Buy	6,485 +1,385	+27%	+$61K	0.01%	917
2020 Q3	$221K	Buy	5,100 +1,250	+32%	+$51K	0.01%	906
2020 Q2	$141K	Hold	3,850	–	–	﹤0.01%	1001
2020 Q1	$171K	Sell	3,850 -850	-18%	-$36.6K	0.01%	837
2019 Q4	$172K	Hold	4,700	–	–	0.01%	926
2019 Q3	$149K	Buy	4,700 +375	+9%	+$10.9K	0.01%	941
2019 Q2	$125K	Buy	+4,325	New	+$114K	﹤0.01%	969

Other funds holding PALL

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Steward Partners Investment Advisory's PALL Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its abrdn Physical Palladium Shares ETF (PALL) stake by 100% in Q1 2026, buying an estimated $171K and bringing the position to 11,085 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #1807.

Steward Partners Investment Advisory first reported a position in PALL in Q2 2019 and has held it in 28 quarters since. The position peaked at $635K in Q2 2021. 123 funds tracked by Wall St. Rank hold PALL as of Q1 2026.

Steward Partners Investment Advisory held 11,085 shares of abrdn Physical Palladium Shares ETF worth $299K as of Q1 2026.
Steward Partners Investment Advisory bought 5,530 abrdn Physical Palladium Shares ETF shares in Q1 2026, an estimated $171K.
abrdn Physical Palladium Shares ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1807 holding.
Steward Partners Investment Advisory first reported a position in abrdn Physical Palladium Shares ETF in Q2 2019 and has held it in 28 quarters since.
Steward Partners Investment Advisory's abrdn Physical Palladium Shares ETF position peaked at $635K in Q2 2021.
123 funds tracked by Wall St. Rank held abrdn Physical Palladium Shares ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.