your badges 52W Range $6–$8 13% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

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

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Price $6.34
52W Range $6–$8

PFN 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≈$0.86Paid monthly
5Y Div CAGR≈-2.1%Per share, split-adjusted
Ex-dateAmountCurrencyYield
Sep 11, 2026$0.07USD≈13.0%
Aug 13, 2026$0.07USD≈12.2%
Jul 13, 2026$0.07USD≈12.2%
Jun 11, 2026$0.07USD≈12.8%
May 11, 2026$0.07USD≈12.4%
Apr 13, 2026$0.07USD≈12.4%
Mar 12, 2026$0.07USD≈12.4%
Feb 12, 2026$0.07USD≈11.7%
Jan 13, 2026$0.07USD≈11.6%
Dec 11, 2025$0.07USD≈11.7%
Nov 14, 2025$0.07USD≈11.6%
Oct 14, 2025$0.07USD≈11.5%
Sep 12, 2025$0.07USD≈11.4%
Aug 11, 2025$0.07USD≈11.5%
Jul 11, 2025$0.07USD≈11.6%
Jun 12, 2025$0.07USD≈11.8%
May 12, 2025$0.07USD≈12.0%
Apr 11, 2025$0.07USD≈12.5%
Mar 13, 2025$0.07USD≈11.6%
Feb 13, 2025$0.07USD≈11.4%

Institutional owners (13F) 122 filers · $95.0M 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 122
Value held $95.0M
New positions 9
Exited positions 13
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
9 (-8 vs prior Q) 13 (+1 vs prior Q) 36 (-3 vs prior Q) 40 (+7 vs prior Q) +1.9M

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
GUGGENHEIM CAPITAL LLC $9,357,633 1,312,431 9.85% Shares
LPL Financial LLC $8,293,269 1,163,151 8.73% Shares
AMERIPRISE FINANCIAL INC $8,119,283 1,138,750 8.55% Shares
RIVERNORTH CAPITAL MANAGEMENT, LLC $5,844,611 819,721 6.15% Shares
MORGAN STANLEY $5,496,720 770,928 5.79% Shares
Invesco Ltd. $5,289,633 741,884 5.57% Shares
WELLS FARGO & COMPANY/MN $4,553,204 638,598 4.79% Shares
Shaker Financial Services, LLC $3,344,393 464,551 3.52% Shares
ROYAL BANK OF CANADA $2,525,000 354,148 2.66% Shares
RAYMOND JAMES FINANCIAL INC $2,257,766 316,657 2.38% Shares
BANK OF AMERICA CORP /DE/ $2,238,408 313,942 2.36% Shares
J.W. COLE ADVISORS, INC. $1,843,634 258,574 1.94% Shares
CoreCap Advisors, LLC $1,752,875 245,845 1.85% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,595,587 223,785 1.68% Shares
Cetera Investment Advisers $1,515,211 212,512 1.60% Shares
OSAIC HOLDINGS, INC. $1,491,466 209,183 1.57% Shares
ENVESTNET ASSET MANAGEMENT INC $1,405,807 197,168 1.48% Shares
HORIZON KINETICS ASSET MANAGEMENT LLC $1,365,128 191,463 1.44% Shares
COMMONWEALTH EQUITY SERVICES, LLC $1,300,150 182,349 1.37% Shares
UBS Group AG $1,249,825 175,291 1.32% Shares
Simplicity Wealth,LLC $1,221,982 171,386 1.29% Shares
Concurrent Investment Advisors, LLC $1,162,889 163,098 1.22% Shares
PRIVATE TRUST CO NA $1,126,584 158,006 1.19% Shares
Whipplewood Advisors, LLC $955,812 134,055 1.01% Shares
Stratos Wealth Partners, LTD. $858,951 120,470 0.90% Shares
Keudell/Morrison Wealth Management $811,196 113,772 0.85% Shares
Moors & Cabot, Inc. $747,003 104,769 0.79% Shares
Kestra Advisory Services, LLC $666,751 93,514 0.70% Shares
STIFEL FINANCIAL CORP $618,692 86,774 0.65% Shares
IMC-Chicago, LLC $604,153 84,734 0.64% Shares
Compound Planning, Inc. $582,518 81,700 0.61% Shares
INDEPENDENT FINANCIAL GROUP, LLC $579,263 81,243 0.61% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $536,262 75,212 0.56% Shares
XTX Topco Ltd $521,552 73,149 0.55% Shares
NewEdge Advisors, LLC $510,705 71,627 0.54% Shares
Rockefeller Capital Management L.P. $482,093 67,614 0.51% Shares
Main Street Financial Solutions, LLC $418,374 58,678 0.44% Shares
Noble Wealth Management PBC $408,995 65,544 0.43% Shares
Mallini Complete Financial Planning LLC $400,676 56,195 0.42% Shares
RS CRUM INC. $397,498 55,750 0.42% Shares
Verity Asset Management, Inc. $382,863 53,697 0.40% Shares
EverSource Wealth Advisors, LLC $381,557 53,514 0.40% Shares
Apollon Wealth Management, LLC $372,347 52,223 0.39% Shares
SYNOVUS FINANCIAL CORP $358,510 47,230 0.38% Shares
TrueMark Investments, LLC $355,851 49,909 0.37% Shares
Sanctuary Advisors, LLC $350,315 49,133 0.37% Shares
Cypress Capital Group $336,229 47,157 0.35% Shares
Pinnacle Financial Partners, Inc. $318,147 44,620 0.33% Shares
Steward Partners Investment Advisory, LLC $301,084 42,228 0.32% Shares
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC $294,469 41,300 0.31% Shares

Show all 122 institutional owners →

Activists & 5%+ owners 2 positions

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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 ×22 filings Nov. 6, 2014 · Initial filing · SEC
JMB Capital Partners Master Fund, L.P., Smithwood Partners, LLC, Smithwood Advisers, L.P., Smithwood General Partner, LLC, Jonathan Brooks ×3 filings Feb. 11, 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 9 insiders · 0 officers · 2 directors

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Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Sarah E Cogan Director Jan. 9, 2020 P 1,000 0 0 $0
Bradford K Gallagher Director Jan. 27, 2015 P 5,000 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
UBS AG 10% owner Feb. 25, 2014 P 1,422 0 0 $0
William H Gross · Dec. 14, 2010 P 945,005 0 0 $0
PIMCO ADVISORS FUND MANAGEMENT LLC · May 29, 2007 S 0 0 0 $0
Allianz Asset Management of America L.P. · May 29, 2007 S 0 0 0 $0
Raymond G Kennedy · Oct. 3, 2005 P 42,000 0 0 $0

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

ETF ownership Held by 1 ETF

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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 … 0.57% 700,079 Oct. 2, 2026 Daily

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