Orgel Wealth Management, LLC has added 243,673 shares of $PMBS to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $PMBS.
$PMBS Hedge Fund Activity
We have seen 32 institutional investors add shares of $PMBS stock to their portfolio, and 10 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ALLIANZ ASSET MANAGEMENT GMBH added 1,991,627 shares (+58.9%) to their portfolio in Q3 2025, for an estimated $98,898,421
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added 1,561,056 shares (+inf%) to their portfolio in Q3 2025, for an estimated $77,517,513
- ORGEL WEALTH MANAGEMENT, LLC added 243,673 shares (+5.4%) to their portfolio in Q4 2025, for an estimated $12,109,329
- INTEGRATED WEALTH CONCEPTS LLC added 224,950 shares (+inf%) to their portfolio in Q3 2025, for an estimated $11,170,364
- ONEDIGITAL INVESTMENT ADVISORS LLC added 80,731 shares (+60.1%) to their portfolio in Q3 2025, for an estimated $4,008,867
- NEWEDGE ADVISORS, LLC added 44,851 shares (+9247.6%) to their portfolio in Q3 2025, for an estimated $2,227,170
- PAX FINANCIAL GROUP, LLC added 25,065 shares (+97.8%) to their portfolio in Q3 2025, for an estimated $1,244,655
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $PMBS ticker page for more data.
