PFG Investments, LLC ONC BEIGENE LTD

Ownership history in PFG Investments, LLC  ·  6 quarters on record

AI Ownership Summary

PFG Investments, LLC reported BEIGENE LTD (ONC) in 6 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.02% in 2025 Q3. The latest visible filing shows ONC at 0.02% 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 ONC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PFG Investments, LLC's position in BEIGENE LTD, 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
2026 Q1

ONC was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q3

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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.

How PFG Investments, LLC held ONC — position size vs. price
% of Fund (quarterly)    ONC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 1,455 +20 +1.4% 0.02% $432K 2026-04-27 $298.90
2025 Q4 ADDED 1,435 +175 +13.9% 0.02% $436K 2026-01-26 $337.79
2025 Q3 ADDED 1,260 +275 +27.9% 0.02% $429K 2025-10-31 $310.48
2025 Q2 ADDED 985 +75 +8.2% 0.01% $238K 2025-07-18 $294.55
2025 Q1 REDUCED 910 -25 -2.7% 0.02% $248K 2025-04-22 $252.77
2024 Q3 INITIATED 935 0.01% $210K 2024-10-24 $214.15

FAQ About PFG Investments, LLC and ONC

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

How long has PFG Investments, LLC reported owning ONC?

PFG Investments, LLC reported ONC across 6 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported ONC position in PFG Investments, LLC's portfolio?

The largest reported portfolio weight for ONC was 0.02% in 2025 Q3.

What is the latest reported ONC position on this page?

The most recent filing on this page is 2026 Q1, when PFG Investments, LLC reported 1,455 shares, equal to 0.02% of portfolio, with an estimated market value of $432K.

What does the chart on this ONC ownership page compare?

The chart compares PFG Investments, LLC's quarterly ONC 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 PFG Investments, LLC time their ONC position?

Based on 13F filing dates vs. subsequent ONC price moves, PFG Investments, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on ONC relative to SPY over the holding period was +7.2%.

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