your badges 52W Range $7–$9 12% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

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

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Price $6.98
52W Range $7–$9

PFL Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

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

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Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

No data for this ratio group yet

Not enough fundamentals data to compute this ratio group yet.

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

Dividends Yield, payout ratio, dividend history, 5Y CAGR

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Annualized Payout≈$0.97Paid monthly
5Y Div CAGR≈-2.1%Per share, split-adjusted
Ex-dateAmountCurrencyYield
Sep 11, 2026$0.08USD≈13.3%
Aug 13, 2026$0.08USD≈12.6%
Jul 13, 2026$0.08USD≈12.6%
Jun 11, 2026$0.08USD≈12.8%
May 11, 2026$0.08USD≈12.2%
Apr 13, 2026$0.08USD≈12.1%
Mar 12, 2026$0.08USD≈12.0%
Feb 12, 2026$0.08USD≈11.6%
Jan 13, 2026$0.08USD≈11.6%
Dec 11, 2025$0.08USD≈11.6%
Nov 14, 2025$0.08USD≈11.7%
Oct 14, 2025$0.08USD≈11.5%
Sep 12, 2025$0.08USD≈11.4%
Aug 11, 2025$0.08USD≈11.5%
Jul 11, 2025$0.08USD≈11.7%
Jun 12, 2025$0.08USD≈11.7%
May 12, 2025$0.08USD≈11.7%
Apr 11, 2025$0.08USD≈12.4%
Mar 13, 2025$0.08USD≈11.5%
Feb 13, 2025$0.08USD≈11.4%

Institutional owners (13F) 88 filers · $63.8M 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 88
Value held $63.8M
New positions 13
Exited positions 15
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
13 (0 vs prior Q) 15 (+11 vs prior Q) 31 (+1 vs prior Q) 17 (-2 vs prior Q) +1.3M

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
AMERIPRISE FINANCIAL INC $6,985,077 886,431 10.96% Shares
GUGGENHEIM CAPITAL LLC $6,934,944 880,069 10.88% Shares
MORGAN STANLEY $4,687,476 594,857 7.35% Shares
INDEPENDENT FINANCIAL GROUP, LLC $4,134,942 524,739 6.49% Shares
LPL Financial LLC $3,409,882 432,726 5.35% Shares
HOHIMER WEALTH MANAGEMENT, LLC $3,075,218 390,256 4.82% Shares
Invesco Ltd. $2,747,512 348,669 4.31% Shares
GraniteShares Advisors LLC $2,642,857 335,388 4.15% Shares
Shaker Financial Services, LLC $2,346,600 295,080 3.68% Shares
STIFEL FINANCIAL CORP $2,215,820 281,194 3.48% Shares
Cetera Investment Advisers $2,002,287 254,097 3.14% Shares
ROYAL BANK OF CANADA $1,946,000 246,959 3.05% Shares
OSAIC HOLDINGS, INC. $1,766,559 224,184 2.77% Shares
BANK OF AMERICA CORP /DE/ $1,610,710 204,405 2.53% Shares
COMMONWEALTH EQUITY SERVICES, LLC $1,423,210 180,611 2.23% Shares
Lido Advisors, LLC $1,345,371 123,883 2.11% Shares
Pinnacle Financial Partners, Inc. $1,105,573 140,301 1.73% Shares
PINNACLE FINANCIAL PARTNERS INC $1,004,532 117,903 1.58% Shares
TRUIST FINANCIAL CORP $740,566 93,980 1.16% Shares
HORIZON KINETICS ASSET MANAGEMENT LLC $734,826 93,252 1.15% Shares
NewEdge Advisors, LLC $557,534 70,753 0.87% Shares
Geneos Wealth Management Inc. $517,866 65,719 0.81% Shares
RAYMOND JAMES FINANCIAL INC $490,208 62,209 0.77% Shares
UBS Group AG $474,754 60,248 0.74% Shares
WELLS FARGO & COMPANY/MN $473,853 60,134 0.74% Shares
Cypress Capital Group $458,718 58,213 0.72% Shares
J.W. COLE ADVISORS, INC. $430,855 54,677 0.68% Shares
JANE STREET GROUP, LLC $410,689 52,118 0.64% Shares
Kestra Advisory Services, LLC $367,602 46,173 0.58% Shares
Sanctuary Advisors, LLC $341,555 43,345 0.54% Shares
CITADEL ADVISORS LLC $335,404 42,564 0.53% Shares
TD Waterhouse Canada Inc. $328,924 41,665 0.52% Shares
SILVER OAK SECURITIES, INCORPORATED $325,704 41,333 0.51% Shares
StoneX Group Inc. $289,314 36,389 0.45% Shares
D.A. DAVIDSON & CO. $285,523 36,233 0.45% Shares
Noble Wealth Management PBC $258,488 37,462 0.41% Shares
IMC-Chicago, LLC $251,624 31,932 0.39% Shares
Stratos Wealth Partners, LTD. $213,390 27,079 0.33% Shares
Fortitude Advisory Group L.L.C. $210,751 26,745 0.33% Shares
SHUFRO ROSE & CO LLC $189,908 24,100 0.30% Shares
PFG Investments, LLC $185,180 23,500 0.29% Shares
Elm3 Financial Group, LLC $177,513 22,527 0.28% Shares
Beacon Pointe Advisors, LLC $168,189 21,344 0.26% Shares
BlackRock, Inc. $155,740 19,764 0.24% Shares
Moser Wealth Advisors, LLC $153,687 18,428 0.24% Shares
Armor Investment Advisors, LLC $145,969 18,524 0.23% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $141,367 17,940 0.22% Shares
Bensler, LLC $138,136 17,530 0.22% Shares
NATIONAL BANK OF CANADA /FI/ $134,508 17,113 0.21% Shares
Sowell Financial Services LLC $131,131 16,641 0.21% Shares

Show all 88 institutional owners →

Activists & 5%+ owners 1 position

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Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Brigade Leveraged Capital Structures Fund Ltd., Brigade Capital Management, LP, Donald E. Morgan, III ×20 filings Nov. 6, 2014 · Initial filing · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 7 insiders · 0 officers · 3 directors

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Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Grace Vandecruze Director Dec. 11, 2023 P 12,345 0 0 $0
Bradford K Gallagher Director Jan. 27, 2015 P 4,300 0 0 $0
Alan Rappaport Director Sept. 7, 2010 P 1,500 0 0 $0
UBS Group AG 10% owner April 17, 2024 J 0 0 0 $0
Brigade Leveraged Capital Structures Fund Ltd. 10% owner Oct. 31, 2014 S 0 0 0 $0
William H Gross · July 25, 2013 S 79,829 0 0 $0
Allianz Asset Management of America L.P. · May 23, 2007 S 0 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 2 ETFs

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Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
PCEF · Invesco Exchange-Traded Fund Trust … 0.31% 349,275 Oct. 2, 2026 Daily
PZA · Invesco Exchange-Traded Fund Trust … 0.03% 1,425,000 Oct. 2, 2026 Daily

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