Who owns PKW
Which tracked institutional funds hold PKW, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PKW company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
43 tracked funds added or opened PKW while 26 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
PKW’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes PKW more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PKW divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 240 tracked filers holding PKW, 88 increased or opened the position and 108 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in PKW between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 4
- NewEdge Advisors, LLC$3M
- IFG Advisory, LLC$2M
- EP Wealth Advisors, LLC$850K
- COFG Advisors, LLC$588K
Full exits 16
- Cambridge Investment Research Advisors, Inc.$14M
- THOROUGHBRED FINANCIAL SERVICES, LLC$5M
- Smart Portfolios, LLC$3M
- HighTower Advisors, LLC$3M
- Fortis Group Advisors, LLC$3M
- WIN ADVISORS, INC$2M
Largest adds
- BANK OF AMERICA CORP /DE/$7M
- LPL Financial LLC$6M
- ROYAL BANK OF CANADA$3M
- STIFEL FINANCIAL CORP$3M
- RAYMOND JAMES FINANCIAL INC$3M
- WELLS FARGO & COMPANY/MN$3M
Largest trims
- Mariner, LLC$6M
- TWO SIGMA INVESTMENTS, LP$4M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3M
- Sovran Advisors, LLC$3M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- Private Advisor Group, LLC$638K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 832,827 | $118M | 17.6% | 2026-Q2 |
| LPL Financial LLC added | 465,875 | $66M | 9.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 360,719 | $51M | 7.6% | 2026-Q2 |
| MORGAN STANLEY trimmed | 322,879 | $46M | 6.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 224,437 | $32M | 4.8% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 202,461 | $29M | 4.3% | 2026-Q2 |
| UBS Group AG added | 176,638 | $25M | 3.7% | 2026-Q2 |
| Koshinski Asset Management, Inc. added | 88,373 | $13M | 1.9% | 2026-Q2 |
| Curtis Advisory Group, LLC trimmed | 81,437 | $12M | 1.7% | 2026-Q2 |
| Triton Wealth Management, PLLC added | 77,833 | $11M | 1.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 70,893 | $10M | 1.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 68,600 | $10M | 1.5% | 2026-Q2 |
| Cetera Investment Advisers added | 62,615 | $9M | 1.3% | 2026-Q2 |
| Resonant Capital Advisors, LLC | 61,405 | $9M | 1.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 61,128 | $9M | 1.3% | 2026-Q2 |
| Legacy Capital Wealth Partners, LLC trimmed | 58,527 | $7M | 1.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 56,816 | $8M | 1.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 51,561 | $7M | 1.1% | 2026-Q2 |
| Waverly Advisors, LLC added | 51,046 | $7M | 1.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 47,969 | $7M | 1.0% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC trimmed | 47,688 | $7M | 1.0% | 2026-Q2 |
| CAHILL FINANCIAL ADVISORS INC trimmed | 47,208 | $7M | 1.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 44,227 | $6M | 0.9% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 43,449 | $6M | 0.9% | 2026-Q2 |
| FMR LLC added | 43,149 | $6M | 0.9% | 2026-Q2 |
| Hudock, Inc. trimmed | 40,910 | $6M | 0.9% | 2026-Q2 |
| Mariner, LLC trimmed | 36,301 | $5M | 0.8% | 2026-Q2 |
| Focus Partners Wealth added | 33,405 | $5M | 0.7% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 33,278 | $5M | 0.7% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 33,150 | $5M | 0.7% | 2026-Q2 |
| Cornerstone Wealth Management, LLC added | 33,135 | $5M | 0.7% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 32,404 | $3M | 0.5% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 31,236 | $4M | 0.7% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 30,746 | $4M | 0.7% | 2026-Q2 |
| Total Clarity Wealth Management, Inc. trimmed | 29,516 | $4M | 0.6% | 2026-Q2 |
| Sovran Advisors, LLC trimmed | 27,284 | $4M | 0.6% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 26,991 | $4M | 0.6% | 2026-Q2 |
| Titiun Yejiel | 25,000 | $4M | 0.5% | 2026-Q2 |
| GHP Investment Advisors, Inc. trimmed | 24,733 | $4M | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC added | 21,806 | $3M | 0.5% | 2026-Q2 |
| Creative Planning added | 21,262 | $3M | 0.5% | 2026-Q2 |
| Breakwater Capital Group trimmed | 20,898 | $3M | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 19,643 | $3M | 0.4% | 2026-Q2 |
| Stegent Equity Advisors, Inc. added | 18,724 | $3M | 0.4% | 2026-Q2 |
| Tempus Wealth Planning, LLC added | 18,640 | $3M | 0.4% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 18,287 | $3M | 0.4% | 2026-Q2 |
| Pacific Wealth Strategies Group, Inc. trimmed | 17,415 | $2M | 0.4% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 16,941 | $2M | 0.4% | 2026-Q2 |
| Del-Sette Capital Management, LLC added | 16,080 | $2M | 0.3% | 2026-Q2 |
| Essex Financial Services, Inc. trimmed | 16,051 | $2M | 0.3% | 2026-Q2 |
| Madison Asset Management, LLC | 15,839 | $2M | 0.3% | 2026-Q2 |
| SCOTIA CAPITAL INC. trimmed | 15,385 | $2M | 0.3% | 2026-Q2 |
| Carnegie Investment Counsel added | 15,262 | $2M | 0.3% | 2026-Q2 |
| Pacific Sun Financial Corp trimmed | 15,211 | $2M | 0.3% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 14,046 | $2M | 0.3% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 13,600 | $2M | 0.3% | 2026-Q2 |
| One Wealth Map LLC added | 12,513 | $2M | 0.3% | 2026-Q2 |
| Asset One Wealth Management LLC added | 12,007 | $2M | 0.3% | 2026-Q2 |
| IFG Advisory, LLC trimmed | 11,747 | $2M | 0.2% | 2026-Q2 |
| truNorth Financial Services, Inc. added | 10,442 | $1M | 0.2% | 2026-Q2 |
| CITIGROUP INC trimmed | 10,399 | $1M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP added | 10,361 | $1M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 10,309 | $1M | 0.2% | 2026-Q2 |
| NorthCrest Asset Manangement, LLC added | 10,133 | $1M | 0.2% | 2026-Q2 |
| BankPlus Trust Department trimmed | 10,022 | $1M | 0.2% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 9,657 | $1M | 0.2% | 2026-Q2 |
| WHITTIER TRUST CO OF NEVADA INC | 9,600 | $1M | 0.2% | 2026-Q2 |
| Belpointe Asset Management LLC trimmed | 9,582 | $1M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 9,531 | $1M | 0.2% | 2026-Q2 |
| Argent Trust Co | 9,412 | $1M | 0.2% | 2026-Q2 |
| Banque de Luxembourg S.A. | 9,227 | $1M | 0.2% | 2026-Q2 |
| Tradition Wealth Management, LLC added | 9,220 | $1M | 0.2% | 2026-Q2 |
| Kendall Capital Management trimmed | 9,210 | $1M | 0.2% | 2026-Q2 |
| ROMAN BUTLER FULLERTON & CO added | 8,948 | $1M | 0.2% | 2026-Q2 |
| &PARTNERS added | 8,479 | $1M | 0.2% | 2026-Q2 |
| Independent Family Office, LLC | 8,414 | $1M | 0.2% | 2026-Q2 |
| UPTICK PARTNERS, LLC trimmed | 8,368 | $1M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 7,453 | $1M | 0.2% | 2026-Q2 |
| CIBC WORLD MARKET INC. added | 7,278 | $1M | 0.2% | 2026-Q2 |
| Destiny Wealth Partners, LLC trimmed | 7,103 | $1M | 0.2% | 2026-Q2 |
| Wedmont Private Capital | 7,049 | $1M | 0.2% | 2026-Q2 |
| Collaborative Wealth Managment Inc. | 6,959 | $986K | 0.1% | 2026-Q2 |
| Summit Financial, LLC trimmed | 6,887 | $976K | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 6,718 | $952K | 0.1% | 2026-Q2 |
| S.A. Mason LLC | 6,701 | $949K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 6,653 | $942K | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 6,451 | $914K | 0.1% | 2026-Q2 |
| Caliber Wealth Management, LLC / KS | 6,329 | $897K | 0.1% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 6,237 | $883K | 0.1% | 2026-Q2 |
| Ancora Advisors LLC | 6,213 | $880K | 0.1% | 2026-Q2 |
| EP Wealth Advisors, LLC | 6,000 | $850K | 0.1% | 2026-Q2 |
| MAI Capital Management trimmed | 5,964 | $845K | 0.1% | 2026-Q2 |
| Gator Capital Management, LLC trimmed | 5,717 | $810K | 0.1% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 5,639 | $808K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 5,571 | $789K | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 5,505 | $780K | 0.1% | 2026-Q2 |
| Atria Investments, Inc added | 5,334 | $756K | 0.1% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 5,290 | $749K | 0.1% | 2026-Q2 |
| CALTON & ASSOCIATES, INC. trimmed | 5,034 | $713K | 0.1% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec trimmed | 5,008 | $709K | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.