Institutions / Personal Cfo Solutions, LLC / Activity
Activity — Personal Cfo Solutions, LLC
109 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | New | Bloom Energy Corp Common stock | $277.6K | +917 | 917 0.04% of portfolio | low |
| Q2 2026 as of | New | 294821608 Common stock | $275.6K | +25K | 24,718 0.04% of portfolio | low |
| Q2 2026 as of | New | Advanced Energy Industries Inc Common stock | $273.1K | +732 | 732 0.04% of portfolio | low |
| Q2 2026 as of | New | EXPAND ENERGY Corp Common stock | $271.3K | +3K | 2,975 0.04% of portfolio | low |
| Q2 2026 as of | New | Teradyne, Inc Common stock | $270.7K | +560 | 560 0.04% of portfolio | low |
| Q2 2026 as of | New | 767204100 Common stock | $269.6K | +3K | 2,839 0.04% of portfolio | low |
| Q2 2026 as of | New | SKM SK Telecom Co., Ltd. ADR | $269.4K | +8K | 8,378 0.04% of portfolio | low |
| Q2 2026 as of | New | ServisFirst Bancshares, Inc. Common stock | $262.6K | +3K | 3,028 0.04% of portfolio | low |
| Q2 2026 as of | New | Interface Inc Common stock | $261.7K | +7K | 7,303 0.04% of portfolio | low |
| Q2 2026 as of | New | UGP Ultrapar Holdings Inc ADR | $260.9K | +52K | 51,980 0.04% of portfolio | low |
| Q2 2026 as of | New | Alcoa Corp Common stock | $260.4K | +5K | 4,995 0.04% of portfolio | low |
| Q2 2026 as of | New | Azz Inc Common stock | $258.0K | +2K | 1,664 0.04% of portfolio | low |
| Q2 2026 as of | New | Flex Ltd. Common stock | $256.4K | +2K | 1,582 0.04% of portfolio | low |
| Q2 2026 as of | New | Esquire Financial Holdings Inc Common stock | $252.7K | +2K | 2,121 0.04% of portfolio | low |
| Q2 2026 as of | New | 26874R108 Common stock | $251.3K | +5K | 5,363 0.04% of portfolio | low |
| Q2 2026 as of | New | ON Semiconductor Corp Common stock | $249.2K | +3K | 2,636 0.04% of portfolio | low |
| Q2 2026 as of | New | Kodiak Gas Services, Inc. Common stock | $244.0K | +3K | 3,247 0.04% of portfolio | low |
| Q2 2026 as of | New | Adaptive Biotechnologies Corp Common stock | $243.9K | +11K | 11,370 0.04% of portfolio | low |
| Q2 2026 as of | New | Humana Inc Common stock | $243.6K | +612 | 612 0.04% of portfolio | low |
| Q2 2026 as of | New | Eastgroup Properties Inc Common stock | $243.2K | +1K | 1,192 0.04% of portfolio | low |
| Q2 2026 as of | New | CMPS COMPASS Pathways plc ADR | $243.1K | +17K | 17,180 0.04% of portfolio | low |
| Q2 2026 as of | New | Mastec Inc Common stock | $241.7K | +581 | 581 0.03% of portfolio | low |
| Q2 2026 as of | New | Alamo Group Inc Common stock | $239.4K | +1K | 1,456 0.03% of portfolio | low |
| Q2 2026 as of | New | MACOM Technology Solutions Holdings, Inc. Common stock | $238.9K | +628 | 628 0.03% of portfolio | low |
| Q2 2026 as of | New | 29446M102 Common stock | $238.8K | +8K | 7,605 0.03% of portfolio | low |
| Q2 2026 as of | New | Entegris, Inc. Common stock | $237.7K | +1K | 1,322 0.03% of portfolio | low |
| Q2 2026 as of | New | State Street Corporation Common stock | $237.3K | +1K | 1,399 0.03% of portfolio | low |
| Q2 2026 as of | New | A10 Networks, Inc. Common stock | $234.7K | +6K | 6,282 0.03% of portfolio | low |
| Q2 2026 as of | New | Turning Point Brands, Inc. Common stock | $233.5K | +3K | 2,752 0.03% of portfolio | low |
| Q2 2026 as of | New | United Airlines Holdings Inc Common stock | $232.0K | +2K | 1,706 0.03% of portfolio | low |
| Q2 2026 as of | New | Ufp Industries Inc Common stock | $230.5K | +3K | 2,540 0.03% of portfolio | low |
| Q2 2026 as of | New | Diamondback Energy, Inc. Common stock | $228.6K | +1K | 1,301 0.03% of portfolio | low |
| Q2 2026 as of | New | Healthstream Inc Common stock | $228.0K | +8K | 8,366 0.03% of portfolio | low |
| Q2 2026 as of | New | WillScot Holdings Corp Common stock | $227.0K | +8K | 7,864 0.03% of portfolio | low |
| Q2 2026 as of | New | Renaissancere Holdings Ltd Common stock | $222.5K | +702 | 702 0.03% of portfolio | low |
| Q2 2026 as of | New | Darling Ingredients Inc. Common stock | $221.9K | +4K | 4,062 0.03% of portfolio | low |
| Q2 2026 as of | New | Chord Energy Corp Common stock | $221.8K | +2K | 1,941 0.03% of portfolio | low |
| Q2 2026 as of | New | Iradimed Corporation Common stock | $220.9K | +2K | 2,311 0.03% of portfolio | low |
| Q2 2026 as of | New | 803866300 Common stock | $220.8K | +22K | 22,481 0.03% of portfolio | low |
| Q2 2026 as of | New | Sei Investments Co Common stock | $216.8K | +2K | 2,472 0.03% of portfolio | low |
| Q2 2026 as of | New | 464287473 Common stock | $215.8K | +1K | 1,311 0.03% of portfolio | low |
| Q2 2026 as of | New | Paychex Inc Common stock | $215.8K | +2K | 2,194 0.03% of portfolio | low |
| Q2 2026 as of | New | Cintas Corp Common stock | $215.6K | +1K | 1,267 0.03% of portfolio | low |
| Q2 2026 as of | New | Kimberly Clark Corp Common stock | $215.5K | +2K | 1,940 0.03% of portfolio | low |
| Q2 2026 as of | New | Crown Castle Inc Common stock | $215.4K | +3K | 2,844 0.03% of portfolio | low |
| Q2 2026 as of | New | Illinois Tool Works Inc Common stock | $214.6K | +789 | 789 0.03% of portfolio | low |
| Q2 2026 as of | New | DBVT Dbv Technologies S.A. ADR | $212.2K | +13K | 12,940 0.03% of portfolio | low |
| Q2 2026 as of | New | 456837103 Common stock | $211.4K | +7K | 6,738 0.03% of portfolio | low |
| Q2 2026 as of | New | Elevance Health Inc Common stock | $211.1K | +546 | 546 0.03% of portfolio | low |
| Q2 2026 as of | New | Natera, Inc. Common stock | $210.9K | +777 | 777 0.03% of portfolio | low |