Physician Wealth Advisors, Inc. PKX POSCO HOLDINGS INC

Ownership history in Physician Wealth Advisors, Inc.  ·  7 quarters on record

AI Ownership Summary

Physician Wealth Advisors, Inc. reported POSCO HOLDINGS INC (PKX) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. The latest visible filing shows PKX at 0.00% 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 PKX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Physician Wealth Advisors, Inc.'s position in POSCO HOLDINGS INC, 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 Q2

PKX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

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 2026 Q2

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 Physician Wealth Advisors, Inc. held PKX — position size vs. price
% of Fund (quarterly)    PKX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 369 +203 +122.3% 0.00% $19K 2026-07-20 $50.63
2026 Q1 ADDED 166 +48 +40.7% 0.00% $10K 2026-04-24 $70.15
2025 Q4 ADDED 118 +4 +3.5% 0.00% $6K 2026-01-29 $61.73
2025 Q3 ADDED 114 +26 +29.5% 0.00% $6K 2025-11-04 $53.77
2025 Q2 ADDED 88 +36 +69.2% 0.00% $4K 2025-07-14 $57.45
2025 Q1 REDUCED 18.8% +3.1% 52 -12 -18.8% 0.00% $2K 2025-04-28 $45.21
2024 Q4 INITIATED 64 0.00% $3K 2025-02-12 $38.72

FAQ About Physician Wealth Advisors, Inc. and PKX

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

How long has Physician Wealth Advisors, Inc. reported owning PKX?

Physician Wealth Advisors, Inc. reported PKX across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported PKX position in Physician Wealth Advisors, Inc.'s portfolio?

The largest reported portfolio weight for PKX was 0.00% in 2026 Q2.

What is the latest reported PKX position on this page?

The most recent filing on this page is 2026 Q2, when Physician Wealth Advisors, Inc. reported 369 shares, equal to 0.00% of portfolio, with an estimated market value of $19K.

What does the chart on this PKX ownership page compare?

The chart compares Physician Wealth Advisors, Inc.'s quarterly PKX 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 Physician Wealth Advisors, Inc. time their PKX position?

Based on 13F filing dates vs. subsequent PKX price moves, Physician Wealth Advisors, Inc. correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on PKX relative to SPY over the holding period was +3.1%.

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