Stock Taper 
PENSIONMARK FINANCIAL GROUP, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Manulife Financial Corporation | MFC | 23.61K | $839.49K |
 Huntington Bancshares Incorporated | HBAN | 23.71K | $381.41K |
 General Dynamics Corporation | GD | 24K | $8.24M |
 Plains All American Pipeline, L.P. | PAA | 24.4K | $544.76K |
 Ventas, Inc. | VTR | 24.43K | $2M |
 SELLAS Life Sciences Group, Inc. | SLS | 24.62K | $104.13K |
 Shell plc | SHEL | 25.36K | $2.34M |
 Honeywell International Inc. | HON | 25.38K | $5.74M |
 Lyft, Inc. | LYFT | 25.49K | $338.96K |
 Element Solutions Inc | ESI | 25.55K | $876.53K |
 Palo Alto Networks, Inc. | PANW | 25.62K | $4.36M |
 KKR & Co. Inc. | KKR | 25.87K | $2.39M |
 Eli Lilly and Company | LLY | 25.88K | $24.49M |
 FS Credit Opportunities Corp. | FSCO | 25.97K | $132.43K |
 CVB Financial Corp. | CVBF | 26.09K | $506.16K |
 Prospect Capital Corporation | PSEC | 26.42K | $62.58K |
 Morgan Stanley | MS | 26.43K | $4.44M |
 Suncor Energy Inc. | SU | 26.94K | $1.76M |
 Sony Group Corporation | SONY | 27.22K | $558.92K |
 Prosperity Bancshares, Inc. | PB | 27.23K | $1.83M |