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Profesionally Managed Portfo shares owned by PFG Advisors

Quarter-by-quarter ownership of Profesionally Managed Portfo (CAFX) shares owned by PFG Advisors from 13F filings

Historical chart of PFG Advisors investment in Profesionally Managed Portfo

Tip: Access up to 7 years of quarterly data

All positions including Profesionally Managed Portfo held by PFG Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Profesionally Managed Portfo by PFG Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $553k 22k 25.02
2025-06-30 $548k 22k 24.94
2025-03-31 $545k 22k 24.79
2024-12-31 $660k 27k 24.44

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View all positions for PFG Advisors

Top funds holding Profesionally Managed Portfo

Advisor Group Holdings
Congress Wealth Management LLC / DE /
Envestnet Asset Management
Envestnet Portfolio Solutions
Principal Securities
Mml Investors Services
Hilltop Holdings
Branch Banking & Trust Company
Goldman Sachs Group
National Asset Management
Flow Traders US
Resources Investment Advisors
Kestra Advisory Services
Essex Savings Bank
Kestra Investment Management

View all funds holding Profesionally Managed Portfo