Stock Taper 
PENSIONMARK FINANCIAL GROUP, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Western Digital Corporation | WDC | 13.69K | $4.99M |
 Mitsubishi UFJ Financial Group, Inc. | MUFG | 13.58K | $240.06K |
 Invesco Ltd. | IVZ | 13.47K | $327.92K |
 First Hawaiian, Inc. | FHB | 13.44K | $337.91K |
 Ecolab Inc. | ECL | 13.43K | $3.58M |
 Horizon Bancorp, Inc. | HBNC | 13.32K | $220.8K |
 3M Company | MMM | 13.32K | $1.94M |
 Petróleo Brasileiro S.A. - Petrobras | PBR | 13.24K | $271.3K |
 ONEOK, Inc. | OKE | 13.17K | $1.18M |
 Eastern Bankshares, Inc. | EBC | 13.1K | $256.15K |
 PG&E Corporation | PCG | 13.03K | $228.68K |
 Lockheed Martin Corporation | LMT | 13.03K | $7.62M |
 FirstEnergy Corp. | FE | 13.03K | $654.08K |
 MetLife, Inc. | MET | 12.9K | $923.33K |
 Digital Realty Trust, Inc. | DLR | 12.87K | $2.32M |
 Rio Tinto Group | RIO | 12.83K | $1.2M |
 Viking Holdings Ltd | VIK | 12.79K | $1.23M |
 The Boeing Company | BA | 12.78K | $2.57M |
 Archer Aviation Inc. | ACHR | 12.73K | $65.83K |
 Veeva Systems Inc. | VEEV | 12.71K | $2.23M |