New Century Financial Group, LLC PSFF — PACER FDS TR

Ownership history in New Century Financial Group, LLC  ·  8 quarters on record

AI Ownership Summary

New Century Financial Group, LLC reported PACER FDS TR (PSFF) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 5.86% in 2024 Q1. The latest visible filing shows PSFF at 1.76% 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 PSFF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was New Century Financial Group, LLC's position in PACER FDS TR, 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

PSFF was reported at 1.76% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.86% in 2024 Q1

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

Time in book
Holding Window
2023 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.

PSFF stock page New Century Financial Group, LLC fund profile New Century Financial Group, LLC full holdings
How New Century Financial Group, LLC held PSFF — position size vs. price
% of Fund (quarterly)    PSFF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 31,269 — 0% 1.76% $988K 2026-02-14 (Est.) $32.43
2025 Q3 REDUCED 59.7% +2.5% ❌ 31,269 -46,278 -59.7% 1.76% $988K 2025-10-22 $31.67
2025 Q2 REDUCED 68.0% +3.8% ❌ 77,547 -164,844 -68.0% 2.77% $2.4M 2025-07-21 $30.65
2024 Q4 ADDED — — — 242,391 +31,288 +14.8% 3.04% $7.1M 2025-01-17 $29.54
2024 Q3 REDUCED 28.9% +2.1% ❌ 211,103 -85,953 -28.9% 2.22% $6.1M 2024-10-18 $28.93
2024 Q2 REDUCED 5.1% +3.4% ❌ 297,056 -15,844 -5.1% 3.51% $8.3M 2024-08-27 $28.36
2024 Q1 ADDED — — — 312,900 +122,874 +64.7% 5.86% $8.5M 2024-04-19 $26.43
2023 Q4 INITIATED — — — 190,026 — — 4.25% $4.9M 2024-02-08 $26.46

🏢 Other funds also holding PSFF

As of 2026 Q1 — sorted by position size

MARIPAU WEALTH MANAGEMENT LLC 3Y 8.41% Keystone Financial Services, LLC 7.77% Copley Financial Group, Inc. 6.85% EVOLUTION WEALTH MANAGEMENT INC. 5.66% Financial Strategies Group, Inc. 3Y 2.5% Financial Network Wealth Advisors LLC 1.41% Storen Legacy Partners, LLC 1.33% Core Wealth Advisors, Inc. 3Y 1.31% Signal Advisors Wealth, LLC 1.27% ODonnell Financial Services, LLC 3Y 1.05%

FAQ About New Century Financial Group, LLC and PSFF

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

How long has New Century Financial Group, LLC reported owning PSFF?

New Century Financial Group, LLC reported PSFF across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PSFF position in New Century Financial Group, LLC's portfolio?

The largest reported portfolio weight for PSFF was 5.86% in 2024 Q1.

What is the latest reported PSFF position on this page?

The most recent filing on this page is 2025 Q4, when New Century Financial Group, LLC reported 31,269 shares, equal to 1.76% of portfolio, with an estimated market value of $988K.

What does the chart on this PSFF ownership page compare?

The chart compares New Century Financial Group, LLC's quarterly PSFF 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 New Century Financial Group, LLC time their PSFF position?

Based on 13F filing dates vs. subsequent PSFF price moves, New Century Financial Group, LLC correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on PSFF relative to SPY over the holding period was +181.1%.

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