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Funds Holding PWS

On this page, we present all of the funds holding PWS from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PWS, with a link to that fund's top holdings. The next columns indicate the amount of PWS stock held by each of the funds holding PWS, followed by the PWS position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 17 funds holding PWS within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by UBS Group AG. For more details on the positions held by UBS Group AG (or by any of the other funds holding PWS), click the fund name in the "Holder" column of the funds-holding-PWS table below.

HolderAmountPosition Size
($ in 1000's)
 As of
UBS Group AG $6,021 12/31/2023
     INDUSTRIAL RELET143,750$6,014 12/31/2023
     PWS263$7 12/31/2023
ORG Partners LLC85,355$2,306 12/31/2023
     PWS85,355$2,306 12/31/2023
Envestnet Asset Management Inc.43,414$1,173 12/31/2023
     PWS43,414$1,173 12/31/2023
Imprint Wealth LLC30,534$831 12/31/2023
     PWS30,534$831 12/31/2023
Royal Bank of Canada28,229$763 12/31/2023
     PWS28,229$763 12/31/2023
Susquehanna International Group LLP24,872$672 12/31/2023
     PWS24,872$672 12/31/2023
WealthShield Partners LLC16,801$457 12/31/2023
     PWS16,801$457 12/31/2023
GWM Advisors LLC14,933$411 12/31/2023
     PWS14,933$411 12/31/2023
Advisor Group Holdings Inc.13,129$355 12/31/2023
     PWS13,129$355 12/31/2023
Gallagher Fiduciary Advisors LLC11,813$319 12/31/2023
     PWS11,813$319 12/31/2023
Sound Financial Strategies Group LLC11,794$319 12/31/2023
     PWS11,794$319 12/31/2023
Eudaimonia Partners LLC10,143$274 12/31/2023
     PWS10,143$274 12/31/2023
Kestra Advisory Services LLC9,166$248 12/31/2023
     PWS9,166$248 12/31/2023
Great Valley Advisor Group Inc.9,137$247 12/31/2023
     PWS9,137$247 12/31/2023
Bank of America Corp DE5,084$137 12/31/2023
     PWS5,084$137 12/31/2023
Wells Fargo & Company MN1$0 12/31/2023
     PWS1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     PWS0$0 12/31/2023
Morgan Stanley9$0 12/31/2023
     PWS9$0 12/31/2023

See Summary: Institutional Holders of PWS
See Details: Top 10 Hedge Funds Holding PWS
Also See: PWS Holdings Changes

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