Ownership history in Advisory Resource Group · 4 quarters on record
This page tracks every 13F SEC filing in which Advisory Resource Group reported a position in PACER FDS TR (PATN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 598,334 | -7,243 | -1.2% | 2.84% | $16.1M | $26.95 |
| 2025 Q3 | ADDED | 605,577 | +167,506 | +38.2% | 2.80% | $15.6M | $25.27 |
| 2025 Q2 | ADDED | 438,071 | +252,102 | +135.6% | 1.96% | $10.2M | $22.85 |
| 2025 Q1 | INITIATED | 185,969 | — | — | 0.79% | $3.9M | $20.30 |
As of 2025 Q4 — sorted by position size