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Funds Holding PKW

On this page, we present all of the funds holding PKW from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PKW, with a link to that fund's top holdings. The next columns indicate the amount of PKW stock held by each of the funds holding PKW, followed by the PKW position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 203 funds holding PKW within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE (or by any of the other funds holding PKW), click the fund name in the "Holder" column of the funds-holding-PKW table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE515,417$51,037 12/31/2023
     PKW515,417$51,037 12/31/2023
LPL Financial LLC376,654$37,296 12/31/2023
     PKW376,654$37,296 12/31/2023
Morgan Stanley351,283$34,784 12/31/2023
     PKW351,283$34,784 12/31/2023
Wells Fargo & Company MN191,720$18,984 12/31/2023
     PKW191,720$18,984 12/31/2023
Raymond James Financial Services Advisors Inc.177,977$17,623 12/31/2023
     PKW177,977$17,623 12/31/2023
UBS Group AG107,512$10,646 12/31/2023
     PKW107,512$10,646 12/31/2023
Pacific Wealth Strategies Group Inc.101,781$10,078 12/31/2023
     PKW101,781$10,078 12/31/2023
Legacy Capital Wealth Partners LLC93,813$9,289 12/31/2023
     PKW93,813$9,289 12/31/2023
Truist Financial Corp88,118$8,725 12/31/2023
     PKW88,118$8,725 12/31/2023
Envestnet Asset Management Inc.83,031$8,222 12/31/2023
     PKW83,031$8,222 12/31/2023
Curtis Advisory Group LLC82,292$8,149 12/31/2023
     PKW82,292$8,149 12/31/2023
Ameriprise Financial Inc.78,727$7,796 12/31/2023
     PKW78,727$7,796 12/31/2023
Resonant Capital Advisors LLC63,892$6,327 12/31/2023
     PKW63,892$6,327 12/31/2023
Raymond James & Associates59,450$5,887 12/31/2023
     PKW59,450$5,887 12/31/2023
Commonwealth Equity Services LLC57,479$5,692 12/31/2023
     PKW57,479$5,692 12/31/2023
Northwestern Mutual Wealth Management Co.57,057$5,650 12/31/2023
     PKW57,057$5,650 12/31/2023
Bank of New York Mellon Corp54,591$5,406 12/31/2023
     PKW54,591$5,406 12/31/2023
Advisor Group Holdings Inc.53,077$5,257 12/31/2023
     PKW53,077$5,257 12/31/2023
Mariner LLC52,545$5,203 12/31/2023
     PKW52,545$5,203 12/31/2023
Cahill Financial Advisors Inc.49,557$4,907 12/31/2023
     PKW49,557$4,907 12/31/2023
Equitable Holdings Inc.48,121$4,765 12/31/2023
     PKW48,121$4,765 12/31/2023
Royal Bank of Canada47,987$4,752 12/31/2023
     PKW47,987$4,752 12/31/2023
Wealth Enhancement Advisory Services LLC42,898$4,643 03/31/2024
     PKW42,898$4,643 03/31/2024
Cambridge Investment Research Advisors Inc.43,055$4,263 12/31/2023
     PKW43,055$4,263 12/31/2023
FMR LLC37,938$3,757 12/31/2023
     PKW37,938$3,757 12/31/2023
Prime Capital Investment Advisors LLC37,590$3,722 12/31/2023
     PKW37,590$3,722 12/31/2023
Two Sigma Advisers LP36,902$3,654 12/31/2023
     PKW36,902$3,654 12/31/2023
JPMorgan Chase & Co.35,667$3,532 12/31/2023
     PKW35,667$3,532 12/31/2023
MML Investors Services LLC32,806$3,248 12/31/2023
     PKW32,806$3,248 12/31/2023
GHP Investment Advisors Inc.29,701$2,941 12/31/2023
     PKW29,701$2,941 12/31/2023
Goldman Sachs Group Inc.29,231$2,894 12/31/2023
     PKW29,231$2,894 12/31/2023
Private Advisor Group LLC27,525$2,726 12/31/2023
     PKW27,525$2,726 12/31/2023
9258 Wealth Management LLC27,250$2,698 12/31/2023
     PKW27,250$2,698 12/31/2023
Citadel Advisors LLC $2,639 12/31/2023
     PKW25,857$2,560 12/31/2023
     Call800$79 12/31/2023
HighTower Advisors LLC24,452$2,420 12/31/2023
     PKW24,452$2,420 12/31/2023
Flagship Harbor Advisors LLC21,765$2,356 03/31/2024
     PKW21,765$2,356 03/31/2024
Madison Asset Management LLC23,558$2,333 12/31/2023
     PKW23,558$2,333 12/31/2023
Bank of Montreal Can22,210$2,213 12/31/2023
     PKW22,210$2,213 12/31/2023
Park Edge Advisors LLC20,362$2,204 03/31/2024
     PKW20,362$2,204 03/31/2024
Allworth Financial LP19,310$1,912 12/31/2023
     PKW19,310$1,912 12/31/2023
Stifel Financial Corp17,224$1,706 12/31/2023
     PKW17,224$1,706 12/31/2023
Scotia Capital Inc.16,540$1,638 12/31/2023
     PKW16,540$1,638 12/31/2023
Kovitz Investment Group Partners LLC15,683$1,553 12/31/2023
     PKW15,683$1,553 12/31/2023
Pacific Sun Financial Corp15,400$1,525 12/31/2023
     PKW15,400$1,525 12/31/2023
Breakwater Capital Group14,082$1,524 03/31/2024
     PKW14,082$1,524 03/31/2024
Thoroughbred Financial Services LLC15,366$1,521 12/31/2023
     PKW15,366$1,521 12/31/2023
Steward Partners Investment Advisory LLC15,348$1,520 12/31/2023
     PKW15,348$1,520 12/31/2023
Essex Financial Services Inc.14,982$1,484 12/31/2023
     PKW14,982$1,484 12/31/2023
Qube Research & Technologies Ltd13,521$1,339 12/31/2023
     PKW13,521$1,339 12/31/2023
IFG Advisory LLC13,366$1,324 12/31/2023
     PKW13,366$1,324 12/31/2023
StrategIQ Financial Group LLC13,301$1,317 12/31/2023
     PKW13,301$1,317 12/31/2023
H&H Retirement Design & Management INC12,589$1,263 12/31/2023
     PKW12,589$1,263 12/31/2023
Tower Research Capital LLC TRC 12,739$1,261 12/31/2023
     PKW12,739$1,261 12/31/2023
Kestra Advisory Services LLC12,728$1,260 12/31/2023
     PKW12,728$1,260 12/31/2023
Cetera Advisor Networks LLC12,131$1,201 12/31/2023
     PKW12,131$1,201 12/31/2023
Tsfg LLC10,751$1,164 03/31/2024
     PKW10,751$1,164 03/31/2024
RWM Asset Management LLC10,244$1,109 03/31/2024
     PKW10,244$1,109 03/31/2024
Roman Butler Fullerton & Co.10,721$1,073 12/31/2023
     PKW10,721$1,073 12/31/2023
Tempus Wealth Planning LLC9,723$1,052 03/31/2024
     PKW9,723$1,052 03/31/2024
Lane & Associates LLC9,661$1,046 03/31/2024
     PKW9,661$1,046 03/31/2024
Natixis10,349$1,027 12/31/2023
     PKW10,349$1,027 12/31/2023
Cornerstone Wealth Management LLC9,402$1,018 03/31/2024
     PKW9,402$1,018 03/31/2024
Argent Trust Co9,858$976 12/31/2023
     PKW9,858$976 12/31/2023
Creative Planning9,769$967 12/31/2023
     PKW9,769$967 12/31/2023
Whittier Trust Co. of Nevada Inc.9,600$951 12/31/2023
     PKW9,600$951 12/31/2023
Carnegie Capital Asset Management LLC9,560$947 12/31/2023
     PKW9,560$947 12/31/2023
Gator Capital Management LLC9,376$928 12/31/2023
     PKW9,376$928 12/31/2023
Tradition Wealth Management LLC9,293$920 12/31/2023
     PKW9,293$920 12/31/2023
GWM Advisors LLC9,013$892 12/31/2023
     PKW9,013$892 12/31/2023
Cetera Investment Advisers8,870$878 12/31/2023
     PKW8,870$878 12/31/2023
Independent Family Office LLC8,414$833 12/31/2023
     PKW8,414$833 12/31/2023
Calton & Associates Inc.7,646$827 03/31/2024
     PKW7,646$827 03/31/2024
AllSquare Wealth Management LLC8,302$822 12/31/2023
     PKW8,302$822 12/31/2023
S.A. Mason LLC7,527$815 03/31/2024
     PKW7,527$815 03/31/2024
CIBC World Markets Inc.7,930$785 12/31/2023
     PKW7,930$785 12/31/2023
Collaborative Wealth Managment Inc.7,711$764 12/31/2023
     PKW7,711$764 12/31/2023
Financial Advocates Investment Management7,486$741 12/31/2023
     PKW7,486$741 12/31/2023
Northeast Financial Consultants Inc7,100$703 12/31/2023
     PKW7,100$703 12/31/2023
SignalPoint Asset Management LLC6,306$683 03/31/2024
     PKW6,306$683 03/31/2024
Ancora Advisors LLC6,732$667 12/31/2023
     PKW6,732$667 12/31/2023
Wiley BROS. Aintree Capital LLC5,987$648 03/31/2024
     PKW5,987$648 03/31/2024
Independent Wealth Network Inc.5,698$617 03/31/2024
     PKW5,698$617 03/31/2024
Capital Investment Advisory Services LLC6,175$611 12/31/2023
     PKW6,175$611 12/31/2023
Janney Montgomery Scott LLC6,122$606 12/31/2023
     PKW6,122$606 12/31/2023
Cetera Advisors LLC6,120$606 12/31/2023
     PKW6,120$606 12/31/2023
CWM LLC5,339$578 03/31/2024
     PKW5,339$578 03/31/2024
MAI Capital Management5,817$576 12/31/2023
     PKW5,817$576 12/31/2023
DB Wealth Management Group LLC5,666$561 12/31/2023
     PKW5,666$561 12/31/2023
Means Investment CO. Inc.5,158$558 03/31/2024
     PKW5,158$558 03/31/2024
Merit Financial Group LLC5,533$548 12/31/2023
     PKW5,533$548 12/31/2023
Stratos Wealth Partners LTD.4,993$540 03/31/2024
     PKW4,993$540 03/31/2024
Montag A & Associates Inc.5,391$534 12/31/2023
     PKW5,391$534 12/31/2023
Principal Securities Inc.5,252$520 12/31/2023
     PKW5,252$520 12/31/2023
Flow Traders U.S. LLC5,204$515 12/31/2023
     PKW5,204$515 12/31/2023
Avantax Advisory Services Inc.4,788$474 12/31/2023
     PKW4,788$474 12/31/2023
Mercer Global Advisors Inc. ADV4,622$458 12/31/2023
     PKW4,622$458 12/31/2023
Two Sigma Securities LLC4,605$456 12/31/2023
     PKW4,605$456 12/31/2023
Wintrust Investments LLC4,493$445 12/31/2023
     PKW4,493$445 12/31/2023
Asset Dedication LLC3,982$431 03/31/2024
     PKW3,982$431 03/31/2024
Petix & Botte Co4,296$425 12/31/2023
     PKW4,296$425 12/31/2023
J.W. Cole Advisors Inc.4,161$412 12/31/2023
     PKW4,161$412 12/31/2023
Stokes Family Office LLC4,060$402 12/31/2023
     PKW4,060$402 12/31/2023
CI Private Wealth LLC4,035$400 12/31/2023
     PKW4,035$400 12/31/2023
Nations Financial Group Inc. IA ADV3,994$395 12/31/2023
     PKW3,994$395 12/31/2023
The PNC Financial Services Group Inc.3,924$389 12/31/2023
     PKW3,924$389 12/31/2023
WBH Advisory Inc.3,586$388 03/31/2024
     PKW3,586$388 03/31/2024
WealthBridge Capital Management LLC3,892$385 12/31/2023
     PKW3,892$385 12/31/2023
Quantinno Capital Management LP3,828$379 12/31/2023
     PKW3,828$379 12/31/2023
American Institute for Advanced Investment Management LLP3,815$378 12/31/2023
     PKW3,815$378 12/31/2023
Susquehanna International Group LLP3,780$374 12/31/2023
     PKW3,780$374 12/31/2023
NorthCrest Asset Manangement LLC3,441$372 03/31/2024
     PKW3,441$372 03/31/2024
Pure Financial Advisors Inc.3,340$361 03/31/2024
     PKW3,340$361 03/31/2024
Wealthcare Advisory Partners LLC3,227$349 03/31/2024
     PKW3,227$349 03/31/2024
Regal Investment Advisors LLC3,529$349 12/31/2023
     PKW3,529$349 12/31/2023
Leelyn Smith LLC3,526$349 12/31/2023
     PKW3,526$349 12/31/2023
Salomon & Ludwin LLC3,473$344 12/31/2023
     PKW3,473$344 12/31/2023
Capital Advisors Ltd. LLC3,160$342 03/31/2024
     PKW3,160$342 03/31/2024
Hudock Inc.3,435$340 12/31/2023
     PKW3,435$340 12/31/2023
Prospera Financial Services Inc3,360$333 12/31/2023
     PKW3,360$333 12/31/2023
Capital Market Strategies LLC2,996$324 03/31/2024
     PKW2,996$324 03/31/2024
M&T Bank Corp3,250$322 12/31/2023
     PKW3,250$322 12/31/2023
Wedbush Securities Inc.3,221$319 12/31/2023
     PKW3,221$319 12/31/2023
D. E. Shaw & Co. Inc.3,184$315 12/31/2023
     PKW3,184$315 12/31/2023
Measured Wealth Private Client Group LLC2,715$294 03/31/2024
     PKW2,715$294 03/31/2024
First Manhattan Co.2,900$287 12/31/2023
     PKW2,900$287 12/31/2023
Level Four Advisory Services LLC2,883$285 12/31/2023
     PKW2,883$285 12/31/2023
Ergawealth Advisors Inc.2,855$283 12/31/2023
     PKW2,855$283 12/31/2023
Orion Portfolio Solutions LLC2,807$279 12/31/2023
     PKW2,807$279 12/31/2023
Kelman Lazarov Inc.2,738$271 12/31/2023
     PKW2,738$271 12/31/2023
360 Financial Inc.2,725$270 12/31/2023
     PKW2,725$270 12/31/2023
Miller Investment Management LP2,675$265 12/31/2023
     PKW2,675$265 12/31/2023
Axxcess Wealth Management LLC2,656$263 12/31/2023
     PKW2,656$263 12/31/2023
Archer Investment Corp2,635$261 12/31/2023
     PKW2,635$261 12/31/2023
Citigroup Inc.2,601$258 12/31/2023
     PKW2,601$258 12/31/2023
Empirical Financial Services LLC d.b.a. Empirical Wealth Management2,595$257 12/31/2023
     PKW2,595$257 12/31/2023
Banco Santander S.A.2,554$253 12/31/2023
     PKW2,554$253 12/31/2023
Triton Wealth Management PLLC2,528$248 12/31/2023
     PKW2,528$248 12/31/2023
Arkadios Wealth Advisors2,496$247 12/31/2023
     PKW2,496$247 12/31/2023
Coppell Advisory Solutions LLC2,470$245 12/31/2023
     PKW2,470$245 12/31/2023
NBC Securities Inc.2,171$234 03/31/2024
     PKW2,171$234 03/31/2024
Integrated Wealth Concepts LLC2,361$234 12/31/2023
     PKW2,361$234 12/31/2023
Sentry LLC2,340$232 12/31/2023
     PKW2,340$232 12/31/2023
RVW Wealth LLC2,115$229 03/31/2024
     PKW2,115$229 03/31/2024
AE Wealth Management LLC2,279$228 12/31/2023
     PKW2,279$228 12/31/2023
Financial Security Advisor Inc.2,099$227 03/31/2024
     PKW2,099$227 03/31/2024
1858 Wealth Management LLC2,295$227 03/31/2024
     PKW2,295$227 03/31/2024
National Bank of Canada FI2,275$226 12/31/2023
     PKW2,275$226 12/31/2023
US Bancorp DE2,253$223 12/31/2023
     PKW2,253$223 12/31/2023
PFG Advisors2,125$210 12/31/2023
     PKW2,125$210 12/31/2023
Dynamic Advisor Solutions LLC1,917$208 03/31/2024
     PKW1,917$208 03/31/2024
Aspect Partners LLC2,067$205 12/31/2023
     PKW2,067$205 12/31/2023
Tidemark LLC1,939$192 12/31/2023
     PKW1,939$192 12/31/2023
Trust Co. of Vermont1,751$173 12/31/2023
     PKW1,751$173 12/31/2023
Advisory Services Network LLC1,705$169 12/31/2023
     PKW1,705$169 12/31/2023
Sandy Spring Bank1,534$152 12/31/2023
     PKW1,534$152 12/31/2023
Geneos Wealth Management Inc.1,450$144 12/31/2023
     PKW1,450$144 12/31/2023
Parallel Advisors LLC1,421$141 12/31/2023
     PKW1,421$141 12/31/2023
Tyler Stone Wealth Management1,351$134 12/31/2023
     PKW1,351$134 12/31/2023
True Wealth Design LLC1,187$118 12/31/2023
     PKW1,187$118 12/31/2023
Fortitude Family Office LLC886$96 03/31/2024
     PKW886$96 03/31/2024
Coastal Investment Advisors Inc.879$95 03/31/2024
     PKW879$95 03/31/2024
Creative Financial Designs Inc. ADV961$95 12/31/2023
     PKW961$95 12/31/2023
Sound Income Strategies LLC813$88 03/31/2024
     PKW813$88 03/31/2024
Farther Finance Advisors LLC862$85 12/31/2023
     PKW862$85 12/31/2023
Harbour Investments Inc.768$76 12/31/2023
     PKW768$76 12/31/2023
Fifth Third Bancorp750$74 12/31/2023
     PKW750$74 12/31/2023
Private Trust Co. NA732$73 12/31/2023
     PKW732$73 12/31/2023
Comerica Bank711$70 12/31/2023
     PKW711$70 12/31/2023
Blair William & Co. IL660$65 12/31/2023
     PKW660$65 12/31/2023
Global Retirement Partners LLC606$59 12/31/2023
     PKW606$59 12/31/2023
GPS Wealth Strategies Group LLC586$58 12/31/2023
     PKW586$58 12/31/2023
Whittier Trust Co.557$55 12/31/2023
     PKW557$55 12/31/2023
CENTRAL TRUST Co510$51 12/31/2023
     PKW510$51 12/31/2023
BlackRock Inc.500$50 12/31/2023
     PKW500$50 12/31/2023
Huntington National Bank418$41 12/31/2023
     PKW418$41 12/31/2023
TD Waterhouse Canada Inc.414$41 12/31/2023
     PKW414$41 12/31/2023
Creative Capital Management Investments LLC375$37 12/31/2023
     PKW375$37 12/31/2023
Main Street Group LTD361$36 12/31/2023
     PKW361$36 12/31/2023
Highlander Capital Management LLC353$35 12/31/2023
     PKW353$35 12/31/2023
Barclays PLC336$33 12/31/2023
     PKW336$33 12/31/2023
Cornerstone Planning Group LLC325$32 12/31/2023
     PKW325$32 12/31/2023
Bessemer Group Inc.307$30 12/31/2023
     PKW307$30 12/31/2023
O Dell Group LLC296$29 12/31/2023
     PKW296$29 12/31/2023
Resurgent Financial Advisors LLC282$28 12/31/2023
     PKW282$28 12/31/2023
Addison Advisors LLC264$26 12/31/2023
     PKW264$26 12/31/2023
IFP Advisors Inc230$23 12/31/2023
     PKW230$23 12/31/2023
Element Wealth LLC225$22 12/31/2023
     PKW225$22 12/31/2023
PSI Advisors LLC213$21 12/31/2023
     PKW213$21 12/31/2023
Ronald Blue Trust Inc.189$19 12/31/2023
     PKW189$19 12/31/2023
FinTrust Capital Advisors LLC176$17 12/31/2023
     PKW176$17 12/31/2023
First Community Trust NA110$12 03/31/2024
     PKW110$12 03/31/2024
HM Payson & Co.125$12 12/31/2023
     PKW125$12 12/31/2023
Aptus Capital Advisors LLC100$10 12/31/2023
     PKW100$10 12/31/2023
EverSource Wealth Advisors LLC100$10 12/31/2023
     PKW100$10 12/31/2023
Guardian Wealth Advisors LLC NC100$10 12/31/2023
     PKW100$10 12/31/2023
Jones Financial Companies Lllp75$7 12/31/2023
     PKW75$7 12/31/2023
Spire Wealth Management70$7 12/31/2023
     PKW70$7 12/31/2023
Kozak & Associates Inc.59$6 12/31/2023
     PKW59$6 12/31/2023
AdvisorNet Financial Inc37$4 03/31/2024
     PKW37$4 03/31/2024
Creekmur Asset Management LLC18$2 12/31/2023
     PKW18$2 12/31/2023
ORG Partners LLC10$1 12/31/2023
     PKW10$1 12/31/2023
DHJJ Financial Advisors Ltd.4$0 03/31/2024
     PKW4$0 03/31/2024
Proequities Inc.0$0 12/31/2023
     PKW0$0 12/31/2023
Gradient Investments LLC1$0 12/31/2023
     PKW1$0 12/31/2023

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

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