Signals

PJFG

33 in-universe funds with a nonzero position in PJFG within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#21031
Score / z0.000 / -0.02
Consensus10.62 over 19 funds
Momentumnot computed

Price & positioning

225 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
Berger Financial Group, Inc CIK 0001826136 0.633 475 81.5 4.2% 5 +0.2 pp -0.5 pp -0.6 pp -0.7 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 7.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 6.0 1.9% 5 +0.0 pp -0.3 pp -0.2 pp -0.4 pp
Advisory Resource Group CIK 0001764968 0.307 183 4.5 0.7% 5 -0.0 pp -0.3 pp -0.3 pp -0.5 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 4.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1015 Capital Partners, LLC CIK 0002133991 0.252 609 0.9 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
PFG Advisors CIK 0001694435 0.248 791 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Navis Wealth Advisors, LLC CIK 0001849055 0.063 175 0.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PROSPERITY BANCSHARES INC (PB) CIK 0001068851 0.241 450 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 0.0 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
OneAscent Wealth Management LLC CIK 0001844707 0.590 169 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Fermata Advisors, LLC CIK 0001859259 0.280 275 0.0 0.0% 0 -0.6 pp -0.7 pp -0.8 pp -0.8 pp
CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just PJFG). Qtrs Held counts distinct quarters this fund has actually held PJFG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PJFG position size. Δ columns are the percentage-point change in PJFG's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status