Copley Financial Group, Inc. PALL β€” ABRDN PALLADIUM ETF TRUST

Ownership history in Copley Financial Group, Inc.  Β·  5 quarters on record

AI Ownership Summary

Copley Financial Group, Inc. reported ABRDN PALLADIUM ETF TRUST (PALL) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 1.41% in 2025 Q4. The latest visible filing shows PALL at 1.41% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PALL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Copley Financial Group, Inc.'s position in ABRDN PALLADIUM ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PALL was reported at 1.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.41% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PALL stock page Copley Financial Group, Inc. fund profile Copley Financial Group, Inc. full holdings
How Copley Financial Group, Inc. held PALL β€” position size vs. price
% of Fund (quarterly)    PALL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED β€” β€” β€” 15,659 -389 -2.4% 1.41% $2.3M 2026-02-14 (Est.) $153.47
2025 Q3 ADDED β€” β€” β€” 16,048 +5,958 +59.0% 1.25% $1.8M 2025-11-18 $128.05
2025 Q2 ADDED β€” β€” β€” 10,090 +122 +1.2% 0.75% $1.0M 2025-08-13 $103.55
2025 Q1 UNCHANGED β€” β€” β€” 9,968 β€” 0% 0.64% $833K 2025-06-27 $103.53
2024 Q4 INITIATED β€” β€” β€” 9,968 β€” β€” 0.64% $833K 2025-03-05 $86.54

🏒 Other funds also holding PALL

As of 2026 Q1 β€” sorted by position size

Marshall Financial Group, LLC 3Y 0.4% Alhambra Investment Management LLC 3Y 0.4% Gradient Investments LLC 3Y 7Y 0.25% Black Swift Group, LLC 3Y 0.18% MATAURO, LLC 0.17% Linden Thomas Advisory Services, LLC 3Y 0.1% KESTRA PRIVATE WEALTH SERVICES, LLC 3Y 0.07% FNY Investment Advisers, LLC 3Y 7Y 0.05% Essex Financial Services, Inc. 3Y 7Y 0.03% Noble Wealth Management PBC 0.03%

FAQ About Copley Financial Group, Inc. and PALL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Copley Financial Group, Inc. reported owning PALL?

Copley Financial Group, Inc. reported PALL across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported PALL position in Copley Financial Group, Inc.'s portfolio?

The largest reported portfolio weight for PALL was 1.41% in 2025 Q4.

What is the latest reported PALL position on this page?

The most recent filing on this page is 2025 Q4, when Copley Financial Group, Inc. reported 15,659 shares, equal to 1.41% of portfolio, with an estimated market value of $2.3M.

What does the chart on this PALL ownership page compare?

The chart compares Copley Financial Group, Inc.'s quarterly PALL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Copley Financial Group, Inc. time their PALL position?

Based on 13F filing dates vs. subsequent PALL price moves, Copley Financial Group, Inc. correctly timed 3 out of 3 reported position changes (100%).

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