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PFM

$51.36$-0.09 (-0.17%)

Prices delayed up to 5 minutes

AC Intelligence

AC Intelligence

AC Intelligence for PFM is being prepared.

Key Stats

Key Stats

Open

$51.39

Day High

$51.41

Day Low

$51.10

Prev Close

$51.45

Volume

0

Avg Volume

37.3K

Day Change

$-0.09

Change %

-0.17%

Fundamentals

Earnings History

Insider Activity

Who Owns This Stock

Who Owns PFM

Other78.7%107 holders
Dealer / Bank17.8%12 holders
Passive / Index2.6%2 holders

Based on Q4 2025 13F filings + AC behavioral model

128 institutional holders

Top Holders

1.LPL Financial LLC
-0.9%$93238.5B
2.Morgan Stanley IM
$38193.2B
3.Flaharty Asset Management, LLC
+0.3%$25830.8B
4.RAYMOND JAMES FINANCIAL INC
+5.0%$25434.3B
5.Clearstead Advisors, LLC
-0.5%$21372.0B
6.RAYMOND JAMES FINANCIAL INC
-20.7%$19198.4B
7.BlackRock, Inc.
$10169.7B
8.Bank of America Corp
+122.7%$9561.5B
9.JONES FINANCIAL COMPANIES LLLP
+20.8%$9227.9B
10.Wells Fargo & Company
+168.5%$8226.6B
11.Consolidated Planning Corp
$7851.1B
12.NFP Retirement, Inc.
+0.1%$5914.1B
13.Focus Financial Network, Inc.
+0.2%$5844.5B
14.Rockefeller Capital Management L.P.
$5187.8B
15.TD Waterhouse Canada Inc.
+5.2%$5129.4B
16.CHOREO, LLC
-9.8%$4931.0B
17.CITIZENS FINANCIAL GROUP INC/RI
-16.9%$4927.6B
18.Cetera Investment Advisers
$4817.5B
19.Baird Financial Group, Inc.
+1.7%$4479.6B
20.COMMONWEALTH EQUITY SERVICES, LLC
-0.7%$4252.3B

Institutional Pressure

Market Regime:Strong Risk-Off (-0.62)
SELLINGBUYING
Neutral
Other(78.7%)
Dealer / Bank(17.8%)
Facilitating
Passive / Index(2.6%)
Holds
Quality / Compounder(0.5%)
Holds through
Income / Defensive(0.3%)
Inflows (flight to yield)
Deep Value(0.1%)
Possible buyer
Tactical / Macro(0.1%)
Reducing rapidly

3% passive + quality floor won't sell.

Updated daily · Based on Q4 2025 filings + AC behavioral model

Sentiment Signals

Sentiment Signals

Insider ActivityNo insider transactions in last 90 daysSEC Form 4
↑↑Inst. Flows89 increased/new, 31 decreased/exited (13F)AC 13F Analysis

Sources: SEC Form 4, AC 13F Analysis

On AcidCapitalist

On AcidCapitalist

No recent mentions of PFM on AcidCapitalist.

Data provided by Finnhub. Prices delayed up to 5 minutes.