your badges 52W Range $9–$10 7% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

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

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Price $8.61
52W Range $9–$10

PFO 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≈$0.68Paid monthly
5Y Div CAGR≈-4.4%Per share, split-adjusted
Growth Streak≈2Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Sep 23, 2026$0.06USD≈7.8%
Aug 24, 2026$0.06USD≈7.6%
Jul 24, 2026$0.06USD≈7.5%
Jun 23, 2026$0.06USD≈7.4%
May 21, 2026$0.06USD≈7.4%
Apr 23, 2026$0.06USD≈7.1%
Mar 24, 2026$0.06USD≈7.3%
Feb 20, 2026$0.06USD≈6.8%
Jan 23, 2026$0.06USD≈6.8%
Dec 23, 2025$0.08USD≈6.9%
Nov 20, 2025$0.05USD≈6.9%
Oct 24, 2025$0.05USD≈6.7%
Sep 23, 2025$0.05USD≈6.6%
Aug 22, 2025$0.05USD≈6.9%
Jul 24, 2025$0.05USD≈7.0%
Jun 23, 2025$0.05USD≈7.0%
May 23, 2025$0.05USD≈7.0%
Apr 23, 2025$0.05USD≈7.3%
Mar 24, 2025$0.05USD≈6.8%
Feb 21, 2025$0.05USD≈6.8%

Institutional owners (13F) 54 filers · $30.8M 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 54
Value held $30.8M
New positions 6
Exited positions 6
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
6 (-5 vs prior Q) 6 (+3 vs prior Q) 17 (+4 vs prior Q) 13 (-5 vs prior Q) +676

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
CIBC Private Wealth Group LLC $5,737,982 588,511 18.63% Shares
CIBC Bancorp USA Inc. $5,437,842 588,511 17.65% Shares
Advisors Asset Management, Inc. $2,926,542 309,687 9.50% Shares
1607 Capital Partners, LLC $1,849,645 200,178 6.00% Shares
Private Advisor Group, LLC $1,622,774 175,625 5.27% Shares
Fiera Capital Corp $1,188,939 128,673 3.86% Shares
Pathstone Holdings, LLC $938,091 101,525 3.05% Shares
Closed-End Fund Advisors, Inc. $877,144 94,929 2.85% Shares
Noble Wealth Management PBC $845,404 97,961 2.74% Shares
D.A. DAVIDSON & CO. $826,747 89,474 2.68% Shares
MUSTICO FINANCIAL GROUP, INC. $757,083 83,652 2.46% Shares
MORGAN STANLEY $717,735 77,677 2.33% Shares
NAPA WEALTH MANAGEMENT $546,390 56,040 1.77% Shares
Atlas Wealth LLC $530,829 57,449 1.72% Shares
Summit X, LLC $528,275 57,112 1.72% Shares
LPL Financial LLC $504,635 54,614 1.64% Shares
Arax Advisory Partners $499,314 54,038 1.62% Shares
Baird Financial Group, Inc. $387,415 41,928 1.26% Shares
Sowell Financial Services LLC $361,035 39,073 1.17% Shares
WELLS FARGO & COMPANY/MN $333,205 36,061 1.08% Shares
Smith Asset Management Co., LLC $283,834 30,718 0.92% Shares
CLIFFORD SWAN INVESTMENT COUNSEL LLC $272,580 29,500 0.88% Shares
GUGGENHEIM CAPITAL LLC $236,877 25,636 0.77% Shares
OSAIC HOLDINGS, INC. $225,438 24,398 0.73% Shares
RIVERNORTH CAPITAL MANAGEMENT, LLC $208,242 22,537 0.68% Shares
TrueMark Investments, LLC $208,242 22,537 0.68% Shares
Catalina Capital Group, LLC $170,160 18,823 0.55% Shares
Logan Stone Capital, LLC $156,932 16,984 0.51% Shares
Traub Capital Management LLC $154,853 16,759 0.50% Shares
BANK OF AMERICA CORP /DE/ $134,571 14,564 0.44% Shares
SPC Financial, Inc. $130,650 13,400 0.42% Shares
Cetera Investment Advisers $126,897 13,733 0.41% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $124,592 13,484 0.40% Shares
JAG CAPITAL MANAGEMENT, LLC $117,348 12,700 0.38% Shares
MOSAIC FAMILY WEALTH PARTNERS, LLC $109,251 11,824 0.35% Shares
Clear Creek Financial Management, LLC $102,379 11,080 0.33% Shares
CITADEL ADVISORS LLC $102,213 11,062 0.33% Shares
AlphaCore Capital LLC $97,944 10,600 0.32% Shares
UBS Group AG $79,261 8,578 0.26% Shares
Basepoint Wealth LLC $59,013 6,387 0.19% Shares
ROYAL BANK OF CANADA $51,000 5,498 0.17% Shares
WOLVERINE ASSET MANAGEMENT LLC $50,044 5,416 0.16% Shares
Thomas J. Herzfeld Advisors, Inc. $33,994 3,679 0.11% Shares
MATHER GROUP, LLC. $29,919 3,238 0.10% Shares
Rockefeller Capital Management L.P. $27,720 3,000 0.09% Shares
West Branch Capital LLC $21,405 2,368 0.07% Shares
SIT INVESTMENT ASSOCIATES INC $15,894 1,720,165 0.05% Shares
FIDUCIARY FINANCIAL ADVISORS $15,708 1,700 0.05% Shares
Clear Street Group Inc. $14,183 1,535 0.05% Shares
Federation des caisses Desjardins du Quebec $12,012 1,300 0.04% Shares

Show all 54 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
S.S. OR I.R.S. ID NO. OF ABOVE PERSON The Commerce Group Inc. ID ×13 filings July 22, 2003 · 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 10 insiders · 0 officers · 0 directors

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Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Karen Hanovice Hogan · Aug. 6, 2013 P 900 0 0 $0
Chad Conwell · June 3, 2013 P 500 0 0 $0
Robert F Wulf · April 14, 2010 S 1,024 0 0 $0
Robert E Chadwick · Dec. 17, 2007 P 8,013 0 0 $0
Robert M Ettinger · Dec. 17, 2007 P 20,000 0 0 $0
Bradford S Stone · Aug. 20, 2007 P 5,000 0 0 $0
Donald F Crumrine · Aug. 14, 2007 P 7,143 0 0 $0
David Gale · Jan. 24, 2006 P 3,000 0 0 $0
Martin Brody · Dec. 27, 2004 S 0 0 0 $0
Peter C Stimes · April 5, 2004 P 3,778 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
CEFZ · Elevation Series Trust 0.29% 12,615 NS July 31, 2026 N-PORT

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