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Disclosery

MAI Capital Management: PFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MAI Capital Management on PFG, newest first. How the timeline and the estimate are built.

MAI Capital Management held 24,419 PFG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,419 shares
    Change vs previous 13F +1,948 shares

    0.01% of the 13F portfolio, value $2,631,942.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 22,471 shares
    Change vs previous 13F -72 shares

    0.01% of the 13F portfolio, value $2,024,827.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 22,543 shares
    Change vs previous 13F +331 shares

    0.01% of the 13F portfolio, value $1,988,503.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 22,212 shares
    Change vs previous 13F +1,609 shares

    0.01% of the 13F portfolio, value $1,841,578.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 20,603 shares
    Change vs previous 13F +33 shares

    0.01% of the 13F portfolio, value $1,636,523.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 20,570 shares
    Change vs previous 13F -98 shares

    0.01% of the 13F portfolio, value $1,735,474.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 20,668 shares
    Change vs previous 13F +3,057 shares

    0.01% of the 13F portfolio, value $1,599,887.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 17,611 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,512,777.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).