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On this page, we present all of the funds holding PFM from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding PFM, with a link to that fund's top holdings. The next columns
indicate the amount of PFM stock held by each of the funds holding PFM, followed by the PFM position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 119 funds holding PFM within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by LPL Financial LLC. For more details on the positions held by LPL Financial LLC
(or by any of the other funds holding PFM), click the fund name in the "Holder" column of the funds-holding-PFM table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 LPL Financial LLC | 2,395,020 | $95,537 | 12/31/2023 | | PFM | 2,395,020 | $95,537 | 12/31/2023 | | Flaharty Asset Management LLC | 752,530 | $30,018 | 12/31/2023 | | PFM | 752,530 | $30,018 | 12/31/2023 | | Morgan Stanley | 661,548 | $26,389 | 12/31/2023 | | PFM | 661,548 | $26,389 | 12/31/2023 | | Atlas Private Wealth Advisors | 482,826 | $19,260 | 12/31/2023 | | PFM | 482,826 | $19,260 | 12/31/2023 | | Raymond James Financial Services Advisors Inc. | 428,518 | $18,242 | 03/31/2024 | | PFM | 428,518 | $18,242 | 03/31/2024 | | Wilbanks Smith & Thomas Asset Management LLC | 431,916 | $17,229 | 12/31/2023 | | PFM | 431,916 | $17,229 | 12/31/2023 | | Bank of America Corp DE | 305,777 | $12,197 | 12/31/2023 | | PFM | 305,777 | $12,197 | 12/31/2023 | | Royal Bank of Canada | 269,962 | $10,769 | 12/31/2023 | | PFM | 269,962 | $10,769 | 12/31/2023 | | Raymond James & Associates | 231,994 | $9,876 | 03/31/2024 | | PFM | 231,994 | $9,876 | 03/31/2024 | | Atria Wealth Solutions Inc. | 206,780 | $8,248 | 12/31/2023 | | PFM | 206,780 | $8,248 | 12/31/2023 | | Wells Fargo & Company MN | 166,296 | $6,634 | 12/31/2023 | | PFM | 166,296 | $6,634 | 12/31/2023 | | Commonwealth Equity Services LLC | 129,253 | $5,156 | 12/31/2023 | | PFM | 129,253 | $5,156 | 12/31/2023 | | Citizens Financial Group Inc RI | 117,257 | $4,677 | 12/31/2023 | | PFM | 117,257 | $4,677 | 12/31/2023 | | Focus Financial Network Inc. | 113,451 | $4,594 | 03/31/2024 | | PFM | 113,451 | $4,594 | 03/31/2024 | | Focus Financial Network Inc. ADV | 112,613 | $4,492 | 12/31/2023 | | PFM | 112,613 | $4,492 | 12/31/2023 | | RSM US Wealth Management LLC | 112,530 | $4,489 | 12/31/2023 | | PFM | 112,530 | $4,489 | 12/31/2023 | | Rockefeller Capital Management L.P. | 110,253 | $4,398 | 12/31/2023 | | PFM | 110,253 | $4,398 | 12/31/2023 | | Citigroup Inc. | 105,915 | $4,225 | 12/31/2023 | | PFM | 105,915 | $4,225 | 12/31/2023 | | UBS Group AG | 86,290 | $3,442 | 12/31/2023 | | PFM | 86,290 | $3,442 | 12/31/2023 | | Stratos Wealth Partners LTD. | 78,677 | $3,349 | 03/31/2024 | | PFM | 78,677 | $3,349 | 03/31/2024 | | Advisor Group Holdings Inc. | 72,508 | $2,892 | 12/31/2023 | | PFM | 72,508 | $2,892 | 12/31/2023 | | Baird Financial Group Inc. | 64,439 | $2,570 | 12/31/2023 | | PFM | 64,439 | $2,570 | 12/31/2023 | | TD Waterhouse Canada Inc. | 61,802 | $2,442 | 12/31/2023 | | PFM | 61,802 | $2,442 | 12/31/2023 | | StrategIQ Financial Group LLC | 55,376 | $2,209 | 12/31/2023 | | PFM | 55,376 | $2,209 | 12/31/2023 | | Equitable Holdings Inc. | 51,913 | $2,071 | 12/31/2023 | | PFM | 51,913 | $2,071 | 12/31/2023 | | Capital Advisory Group Advisory Services LLC | 48,143 | $2,049 | 03/31/2024 | | PFM | 48,143 | $2,049 | 03/31/2024 | | Mariner LLC | 50,045 | $1,996 | 12/31/2023 | | PFM | 50,045 | $1,996 | 12/31/2023 | | Change Path LLC | 48,057 | $1,917 | 12/31/2023 | | PFM | 48,057 | $1,917 | 12/31/2023 | | Eudaimonia Advisors LLC | 43,234 | $1,840 | 03/31/2024 | | PFM | 43,234 | $1,840 | 03/31/2024 | | MML Investors Services LLC | 46,113 | $1,839 | 12/31/2023 | | PFM | 46,113 | $1,839 | 12/31/2023 | | MAI Capital Management | 42,870 | $1,710 | 12/31/2023 | | PFM | 42,870 | $1,710 | 12/31/2023 | | Steward Partners Investment Advisory LLC | 42,159 | $1,682 | 12/31/2023 | | PFM | 42,159 | $1,682 | 12/31/2023 | | Kestra Advisory Services LLC | 41,381 | $1,651 | 12/31/2023 | | PFM | 41,381 | $1,651 | 12/31/2023 | | Institute for Wealth Management LLC. | 40,480 | $1,615 | 12/31/2023 | | PFM | 40,480 | $1,615 | 12/31/2023 | | HighTower Advisors LLC | 39,418 | $1,573 | 12/31/2023 | | PFM | 39,418 | $1,573 | 12/31/2023 | | Cetera Advisor Networks LLC | 35,386 | $1,412 | 12/31/2023 | | PFM | 35,386 | $1,412 | 12/31/2023 | | Private Advisor Group LLC | 32,866 | $1,311 | 12/31/2023 | | PFM | 32,866 | $1,311 | 12/31/2023 | | Cambridge Investment Research Advisors Inc. | 30,691 | $1,307 | 03/31/2024 | | PFM | 30,691 | $1,307 | 03/31/2024 | | Avantax Advisory Services Inc. | 29,224 | $1,166 | 12/31/2023 | | PFM | 29,224 | $1,166 | 12/31/2023 | | Koshinski Asset Management Inc. | 28,340 | $1,130 | 12/31/2023 | | PFM | 28,340 | $1,130 | 12/31/2023 | | Strategies Wealth Advisors LLC | 23,380 | $995 | 03/31/2024 | | PFM | 23,380 | $995 | 03/31/2024 | | Fort Point Capital Partners LLC | 22,957 | $916 | 12/31/2023 | | PFM | 22,957 | $916 | 12/31/2023 | | JPMorgan Chase & Co. | 20,829 | $831 | 12/31/2023 | | PFM | 20,829 | $831 | 12/31/2023 | | CFS Investment Advisory Services LLC | 19,039 | $759 | 12/31/2023 | | PFM | 19,039 | $759 | 12/31/2023 | | Flagship Harbor Advisors LLC | 17,709 | $754 | 03/31/2024 | | PFM | 17,709 | $754 | 03/31/2024 | | Steel Peak Wealth Management LLC | 17,283 | $736 | 03/31/2024 | | PFM | 17,283 | $736 | 03/31/2024 | | HTLF Bank | 16,000 | $681 | 03/31/2024 | | PFM | 16,000 | $681 | 03/31/2024 | | Bank of Montreal Can | 16,450 | $658 | 12/31/2023 | | PFM | 16,450 | $658 | 12/31/2023 | | Bank of New York Mellon Corp | 14,012 | $596 | 03/31/2024 | | PFM | 14,012 | $596 | 03/31/2024 | | WBH Advisory Inc. | 13,631 | $580 | 03/31/2024 | | PFM | 13,631 | $580 | 03/31/2024 | | Bond & Devick Financial Network Inc. | 13,561 | $577 | 03/31/2024 | | PFM | 13,561 | $577 | 03/31/2024 | | Captrust Financial Advisors | 13,797 | $550 | 12/31/2023 | | PFM | 13,797 | $550 | 12/31/2023 | | Envestnet Asset Management Inc. | 13,492 | $538 | 12/31/2023 | | PFM | 13,492 | $538 | 12/31/2023 | | Brown Advisory Inc. | 12,191 | $519 | 03/31/2024 | | PFM | 12,191 | $519 | 03/31/2024 | | Deutsche Bank AG | 12,915 | $515 | 12/31/2023 | | PFM | 12,915 | $515 | 12/31/2023 | | Advisory Services Network LLC | 12,211 | $487 | 12/31/2023 | | PFM | 12,211 | $487 | 12/31/2023 | | EP Wealth Advisors LLC | 10,875 | $434 | 12/31/2023 | | PFM | 10,875 | $434 | 12/31/2023 | | Charles Schwab Investment Management Inc. | 10,560 | $421 | 12/31/2023 | | PFM | 10,560 | $421 | 12/31/2023 | | Wealth Enhancement Advisory Services LLC | 9,861 | $420 | 03/31/2024 | | PFM | 9,861 | $420 | 03/31/2024 | | GWM Advisors LLC | 9,756 | $389 | 12/31/2023 | | PFM | 9,756 | $389 | 12/31/2023 | | Revisor Wealth Management LLC | 9,328 | $385 | 03/31/2024 | | PFM | 9,328 | $385 | 03/31/2024 | | Creative Planning | 9,119 | $364 | 12/31/2023 | | PFM | 9,119 | $364 | 12/31/2023 | | Good Life Advisors LLC | 8,797 | $351 | 12/31/2023 | | PFM | 8,797 | $351 | 12/31/2023 | | Aspire Wealth Management Corp | 8,522 | $340 | 12/31/2023 | | PFM | 8,522 | $340 | 12/31/2023 | | Stifel Financial Corp | 8,390 | $335 | 12/31/2023 | | PFM | 8,390 | $335 | 12/31/2023 | | IHT Wealth Management LLC | 8,361 | $334 | 12/31/2023 | | PFM | 8,361 | $334 | 12/31/2023 | | Northwestern Mutual Wealth Management Co. | 8,358 | $333 | 12/31/2023 | | PFM | 8,358 | $333 | 12/31/2023 | | United Advisor Group LLC | 8,349 | $333 | 12/31/2023 | | PFM | 8,349 | $333 | 12/31/2023 | | Janney Montgomery Scott LLC | 8,318 | $332 | 12/31/2023 | | PFM | 8,318 | $332 | 12/31/2023 | | Connecticut Wealth Management LLC | 8,025 | $320 | 12/31/2023 | | PFM | 8,025 | $320 | 12/31/2023 | | Integrated Wealth Concepts LLC | 7,449 | $297 | 12/31/2023 | | PFM | 7,449 | $297 | 12/31/2023 | | Private Trust Co. NA | 6,822 | $290 | 03/31/2024 | | PFM | 6,822 | $290 | 03/31/2024 | | Steward Partners Investment Solutions LLC | 7,216 | $288 | 12/31/2023 | | PFM | 7,216 | $288 | 12/31/2023 | | Cetera Advisors LLC | 7,033 | $281 | 12/31/2023 | | PFM | 7,033 | $281 | 12/31/2023 | | Mercer Global Advisors Inc. ADV | 6,552 | $261 | 12/31/2023 | | PFM | 6,552 | $261 | 12/31/2023 | | Carret Asset Management LLC | 6,000 | $255 | 03/31/2024 | | PFM | 6,000 | $255 | 03/31/2024 | | First Manhattan Co. | 6,400 | $255 | 12/31/2023 | | PFM | 6,400 | $255 | 12/31/2023 | | Welch & Forbes LLC | 6,178 | $246 | 12/31/2023 | | PFM | 6,178 | $246 | 12/31/2023 | | Rodgers & Associates LTD | 5,894 | $235 | 12/31/2023 | | PFM | 5,894 | $235 | 12/31/2023 | | XML Financial LLC | 5,872 | $234 | 12/31/2023 | | PFM | 5,872 | $234 | 12/31/2023 | | Northwest Financial Advisors | 5,471 | $218 | 12/31/2023 | | PFM | 5,471 | $218 | 12/31/2023 | | Tower Research Capital LLC TRC | 5,253 | $210 | 12/31/2023 | | PFM | 5,253 | $210 | 12/31/2023 | | Essex Financial Services Inc. | 4,900 | $209 | 03/31/2024 | | PFM | 4,900 | $209 | 03/31/2024 | | Financial Guidance Group Inc. | 5,120 | $204 | 12/31/2023 | | PFM | 5,120 | $204 | 12/31/2023 | | Truvestments Capital LLC | 4,894 | $195 | 12/31/2023 | | PFM | 4,894 | $195 | 12/31/2023 | | Allworth Financial LP | 4,254 | $181 | 03/31/2024 | | PFM | 4,254 | $181 | 03/31/2024 | | Annapolis Financial Services LLC | 4,000 | $170 | 03/31/2024 | | PFM | 4,000 | $170 | 03/31/2024 | | Farther Finance Advisors LLC | 3,991 | $159 | 12/31/2023 | | PFM | 3,991 | $159 | 12/31/2023 | | Aptus Capital Advisors LLC | 3,920 | $156 | 12/31/2023 | | PFM | 3,920 | $156 | 12/31/2023 | | Capital Investment Advisory Services LLC | 3,058 | $130 | 03/31/2024 | | PFM | 3,058 | $130 | 03/31/2024 | | Comerica Bank | 3,174 | $127 | 12/31/2023 | | PFM | 3,174 | $127 | 12/31/2023 | | Salomon & Ludwin LLC | 3,236 | $118 | 12/31/2023 | | PFM | 3,236 | $118 | 12/31/2023 | | The PNC Financial Services Group Inc. | 2,871 | $115 | 12/31/2023 | | PFM | 2,871 | $115 | 12/31/2023 | | Key Financial Inc | 2,849 | $114 | 12/31/2023 | | PFM | 2,849 | $114 | 12/31/2023 | | Guardian Wealth Advisors LLC NC | 2,520 | $101 | 12/31/2023 | | PFM | 2,520 | $101 | 12/31/2023 | | NBC Securities Inc. | 1,650 | $71 | 03/31/2024 | | PFM | 1,650 | $71 | 03/31/2024 | | Gradient Investments LLC | 1,512 | $64 | 03/31/2024 | | PFM | 1,512 | $64 | 03/31/2024 | | FMR LLC | 1,609 | $64 | 12/31/2023 | | PFM | 1,609 | $64 | 12/31/2023 | | Advanced Asset Management Advisors Inc | 1,380 | $59 | 03/31/2024 | | PFM | 1,380 | $59 | 03/31/2024 | | Geneos Wealth Management Inc. | 1,425 | $57 | 12/31/2023 | | PFM | 1,425 | $57 | 12/31/2023 | | Coastal Investment Advisors Inc. | 1,283 | $55 | 03/31/2024 | | PFM | 1,283 | $55 | 03/31/2024 | | Tsfg LLC | 1,189 | $51 | 03/31/2024 | | PFM | 1,189 | $51 | 03/31/2024 | | Tidemark LLC | 1,170 | $47 | 12/31/2023 | | PFM | 1,170 | $47 | 12/31/2023 | | Webster Bank N. A. | 1,039 | $44 | 03/31/2024 | | PFM | 1,039 | $44 | 03/31/2024 | | Impact Partnership Wealth LLC | 1,100 | $44 | 12/31/2023 | | PFM | 1,100 | $44 | 12/31/2023 | | PFS Partners LLC | 981 | $42 | 03/31/2024 | | PFM | 981 | $42 | 03/31/2024 | | LGT Financial Advisors LLC | 1,017 | $41 | 12/31/2023 | | PFM | 1,017 | $41 | 12/31/2023 | | JJJ Advisors Inc. | 906 | $39 | 03/31/2024 | | PFM | 906 | $39 | 03/31/2024 | | Spire Wealth Management | 666 | $28 | 03/31/2024 | | PFM | 666 | $28 | 03/31/2024 | | Proequities Inc. | 700 | $28 | 12/31/2023 | | PFM | 700 | $28 | 12/31/2023 | | Brown Brothers Harriman & Co. | 663 | $26 | 12/31/2023 | | PFM | 663 | $26 | 12/31/2023 | | CWM LLC | 552 | $23 | 03/31/2024 | | PFM | 552 | $23 | 03/31/2024 | | Tradition Wealth Management LLC | 550 | $22 | 12/31/2023 | | PFM | 550 | $22 | 12/31/2023 | | Motco | 402 | $16 | 12/31/2023 | | PFM | 402 | $16 | 12/31/2023 | | Parallel Advisors LLC | 364 | $15 | 12/31/2023 | | PFM | 364 | $15 | 12/31/2023 | | Iron Horse Wealth Management LLC | 204 | $9 | 03/31/2024 | | PFM | 204 | $9 | 03/31/2024 | | Founders Financial Alliance LLC | 186 | $7 | 12/31/2023 | | PFM | 186 | $7 | 12/31/2023 | | VitalStone Financial LLC | 160 | $6 | 12/31/2023 | | PFM | 160 | $6 | 12/31/2023 | | Harbour Investments Inc. | 109 | $4 | 12/31/2023 | | PFM | 109 | $4 | 12/31/2023 | | Global Retirement Partners LLC | 6 | $0 | 03/31/2024 | | PFM | 6 | $0 | 03/31/2024 |
See Summary: Institutional Holders of PFM
See Details: Top 10 Hedge Funds Holding PFM
Also See: PFM Holdings Changes
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