PBK · Company research
PowerBank Corporation (PBK): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
34records availableIndustrials
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Federation des caisses Desjardins du Quebec | 2022297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 750 | 496 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Jacksonville Wealth Management, LLC | 2048486 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15000 | 10350 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Purpose Unlimited Inc. | 2115120 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13 | 9 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80 | 55 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Covalis Capital LLP | 1698819 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 509005 | 351213 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 500 | 345 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| NATIONAL BANK OF CANADA /FI/ | 926171 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9245 | 6115 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| HIGHLINE WEALTH PARTNERS LLC | 2042654 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5000 | 3450 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Davidson Kempner Capital Management LP | 1595082 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3405889 | 2350063 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Kentucky Trust Co | 2054100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000 | 690 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Ferguson Shapiro LLC | 1767433 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11000 | 7590 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Parallel Advisors, LLC | 1690010 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27422 | 18921 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| TD Waterhouse Canada Inc. | 1999606 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 147 | 102 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Caitong International Asset Management Co., Ltd | 1963355 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 1 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| NWF Advisory Services Inc. | 2045735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30000 | 20220 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21671 | 14953 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HUB Investment Partners, LLC | 1841815 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45000 | 31050 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| XTX Topco Ltd | 1828301 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16890 | 11654 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ROYAL BANK OF CANADA | 1000275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1396 | 1000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Prospera Financial Services Inc | 1541625 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10000 | 6900 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37000 | 24790 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Beaird Harris Wealth Management, LLC | 1908938 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 200 | 138 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| CITADEL ADVISORS LLC | 1423053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3500000 | 2415000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MISSION WEALTH MANAGEMENT, LP | 1645382 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11484 | 7924 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8500 | 5865 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| HARBOUR INVESTMENTS, INC. | 810121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1005 | 693 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20938 | 14447 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NewEdge Advisors, LLC | 1633516 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1400 | 966 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Frisch Financial Group, Inc. | 1767730 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15000 | 10350 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Parallel Advisors, LLC | 1690010 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27422 | 14682 | — | — | — | Jun 3, 2026 | SEC_13F_DATASET |
| NewEdge Advisors, LLC | 1633516 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1400 | 750 | — | — | — | Jun 3, 2026 | SEC_13F_DATASET |
| WELLS FARGO & COMPANY/MN | 72971 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 250 | 134 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Goldman Sachs Group Inc. | 886982 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 19057 | 29157000 | — | — | — | Nov 14, 2025 | SEC_13F_HR |
| PNC Financial Services Group | 713676 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 5000 | 7650000 | — | — | — | Nov 7, 2025 | SEC_13F_HR |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.
