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AmerisourceBergen shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of AmerisourceBergen (COR) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in AmerisourceBergen

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All positions including AmerisourceBergen held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in AmerisourceBergen by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.6M 15k 312.60
2025-06-30 $4.4M 15k 299.91
2025-03-31 $5.8M 21k 278.07
2024-12-31 $4.3M 19k 224.82
2024-09-30 $4.1M 18k 225.08

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JPMorgan Chase & Co. (JPM)
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NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
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Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Church & Dwight (CHD)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Pensionmark Financial Group

Top funds holding AmerisourceBergen

Vanguard Group
BlackRock
State Street Corporation
Walgreens Boots Alliance
Geode Capital Management
Jpmorgan Chase & Co
Robeco Investment Management
Invesco
Wellington Management Company
FMR
Morgan Stanley
Capital Research Global Investors
T. Rowe Price Investment Management
Northern Trust
Wells Fargo & Company

View all funds holding AmerisourceBergen