your badges 52W Range $44–$44 91% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

PFEB Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

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Price $44.22
52W Range $44–$44

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10-Year Performance Revenue, net income, margins and EPS trends

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Valuation & Ratios 07–12

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value · ≈ 5Y avg · industry median · verdict relative to median

Institutional owners (13F) 236 filers · $635.1M total · As of Sept. 30, 2026

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Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 236
Value held $635.1M
New positions 15
Exited positions 17
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
15 (-31 vs prior Q) 17 (0 vs prior Q) 36 (-58 vs prior Q) 94 (+45 vs prior Q) -192K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
ALLIANCEBERNSTEIN L.P. $150,814,737 3,760,966 23.75% Shares
OSAIC HOLDINGS, INC. $53,097,596 1,233,116 8.36% Shares
Brookstone Capital Management $34,754,350 807,115 5.47% Shares
COMMONWEALTH EQUITY SERVICES, LLC $21,411,448 497,247 3.37% Shares
Focus Partners Wealth $19,390,220 450,307 3.05% Shares
Americana Partners, LLC $14,418,770 334,853 2.27% Shares
RAYMOND JAMES FINANCIAL INC $13,846,503 321,563 2.18% Shares
LPL Financial LLC $13,838,020 321,366 2.18% Shares
Kestra Advisory Services, LLC $12,681,773 294,514 2.00% Shares
Integrity Advisory Solutions, LLC $12,142,395 281,987 1.91% Shares
Cetera Investment Advisers $11,236,765 260,956 1.77% Shares
BLAIR WILLIAM & CO/IL $10,179,427 236,401 1.60% Shares
Beacon Pointe Advisors, LLC $9,606,895 223,105 1.51% Shares
ENVESTNET ASSET MANAGEMENT INC $9,485,601 220,288 1.49% Shares
Cassady Wealth & Retirement Planning, LLC $8,294,217 192,620 1.31% Shares
HighTower Advisors, LLC $7,198,930 167,184 1.13% Shares
Southland Equity Partners LLC $6,825,914 158,521 1.07% Shares
CoreCap Advisors, LLC $6,598,213 153,233 1.04% Shares
World Investment Advisors $6,359,224 158,463 1.00% Shares
Cornerstone Wealth, LLC/TN $5,636,410 130,051 0.89% Shares
Advisory Alpha, LLC $5,109,930 118,670 0.80% Shares
MML INVESTORS SERVICES, LLC $4,700,257 109,156 0.74% Shares
BCS Wealth Management $4,665,895 108,358 0.73% Shares
Weaver Consulting Group $4,460,891 103,597 0.70% Shares
Vestmark Advisory Solutions, Inc. $4,327,186 100,492 0.68% Shares
Keating Financial Advisory Services, Inc. $3,964,965 92,080 0.62% Shares
Castle Rock Wealth Management, LLC $3,897,265 90,613 0.61% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $3,664,981 84,661 0.58% Shares
Diligent Investors, LLC $3,464,608 80,460 0.55% Shares
Cerity Partners LLC $3,256,025 75,616 0.51% Shares
Ascent Wealth Partners, LLC $3,230,189 75,016 0.51% Shares
AE Wealth Management LLC $3,203,965 74,407 0.50% Shares
YARGER WEALTH STRATEGIES, LLC $3,186,345 73,605 0.50% Shares
Advisory Services Network, LLC $3,179,852 73,847 0.50% Shares
GILL CAPITAL PARTNERS, LLC $3,041,974 70,645 0.48% Shares
Chris Bulman Inc $3,022,167 70,185 0.48% Shares
MAI Capital Management $2,832,423 65,779 0.45% Shares
KFG WEALTH MANAGEMENT, LLC $2,798,460 64,990 0.44% Shares
Forvis Mazars Wealth Advisors, LLC $2,697,968 62,656 0.42% Shares
Bellwether Advisors, LLC $2,563,362 59,530 0.40% Shares
Blue Water Asset Management $2,530,722 58,772 0.40% Shares
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $2,513,154 58,364 0.40% Shares
Tradition Wealth Management, LLC $2,484,174 57,691 0.39% Shares
TRUIST FINANCIAL CORP $2,451,664 56,936 0.39% Shares
OneDigital Investment Advisors LLC $2,444,830 56,777 0.38% Shares
RIVERCHASE WEALTH MANAGEMENT, LLC $2,396,849 55,663 0.38% Shares
Cresset Asset Management, LLC $2,283,495 53,031 0.36% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $2,153,990 50,023 0.34% Shares
Stratos Wealth Advisors, LLC $2,036,953 47,305 0.32% Shares
WEALTH ALLIANCE, LLC $1,956,223 45,430 0.31% Shares

Show all 236 institutional owners →

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