PALL — ABRDN PHYSICAL PALLADIUM SHS
Reported value held$47.45M
Funds holding (latest)16
SectorFinancials
Funds holding (Q2 2026)13
Institutional value$42.18M · 1.91M sh
New / Add / Cut / Exit3 / 10 / 0 / 1
Top-5 / Top-10 concentration90.0% / 99.8%
Institutional holdings change
Accumulating +238.1%
(+1.35M sh)
Institutional value change
Down -44.6%
As of Q2 2026, 13 SEC-registered investment managers reported holding PALL (ABRDN PHYSICAL PALLADIUM SHS) in their latest 13F filings, with a combined reported value of $42.18M across 1.91M shares. That is +238.1% by share count (+1.35M shares) versus the previous quarter, while reported value moved -44.6%. Ownership is concentrated: the five largest holders account for 90.0% of reported value and the top ten for 99.8%.
Compared with the prior quarter, 3 opened new positions, 10 added to existing stakes, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
PALL is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 13 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 820.72K | $18.12M | 0.00% | Add |
| Morgan Stanley history | 409.39K | $9.04M | 0.00% | Add |
| Bank of America Corp history | 207.87K | $4.59M | 0.00% | Add |
| UBS Group AG history | 176.06K | $3.89M | 0.00% | Add |
| Wells Fargo & Co history | 106.12K | $2.34M | 0.00% | Add |
| JPMorgan Chase & Co history | 62.48K | $1.38M | 0.00% | New |
| Goldman Sachs Group history | 48.46K | $1.07M | 0.00% | Add |
| Citigroup Inc history | 42.91K | $947.36K | 0.00% | New |
| Renaissance Technologies history | 18.05K | $398.61K | 0.00% | Add |
| BNY Mellon history | 13.48K | $297.70K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 2.55K | $56.36K | 0.00% | Add |
| BlackRock Inc history | 1.19K | $26.16K | 0.00% | Add |
| PNC Financial Services history | 1.01K | $22.41K | 0.00% | Add |
Q1 2026 — 11 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 341.86K | $46.05M | 0.01% | Reduce |
| Morgan Stanley history | 90.85K | $12.24M | 0.00% | Reduce |
| Bank of America Corp history | 47.57K | $6.41M | 0.00% | Reduce |
| UBS Group AG history | 31.27K | $4.21M | 0.00% | Reduce |
| Wells Fargo & Co history | 22.41K | $3.02M | 0.00% | Reduce |
| Millennium Management history | 21.01K | $2.83M | 0.00% | Add |
| Renaissance Technologies history | 7.30K | $983.38K | 0.00% | New |
| Goldman Sachs Group history | 2.19K | $295.42K | 0.00% | New |
| BlackRock Inc history | 237 | $31.93K | 0.00% | New |
| PNC Financial Services history | 203 | $27.35K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 33 | $4.47K | 0.00% | Reduce |
Q4 2025 — 10 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 374.26K | $54.41M | 0.01% | Add |
| Morgan Stanley history | 126.41K | $18.38M | 0.00% | Add |
| Bank of America Corp history | 65.64K | $9.54M | 0.00% | Add |
| JPMorgan Chase & Co history | 62.04K | $9.02M | 0.00% | Reduce |
| Wells Fargo & Co history | 47.41K | $6.89M | 0.00% | Add |
| UBS Group AG history | 45.55K | $6.62M | 0.00% | Add |
| Millennium Management history | 3.50K | $508.83K | 0.00% | Add |
| BNY Mellon history | 1.60K | $233.12K | 0.00% | New |
| PNC Financial Services history | 203 | $29.51K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 157 | $22.86K | 0.00% | Add |
Q3 2025 — 10 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 206.40K | $23.57M | 0.00% | Add |
| Morgan Stanley history | 110.02K | $12.56M | 0.00% | Add |
| JPMorgan Chase & Co history | 68.03K | $7.77M | 0.00% | Add |
| Bank of America Corp history | 38.65K | $4.41M | 0.00% | Reduce |
| UBS Group AG history | 34.61K | $3.95M | 0.00% | Reduce |
| Wells Fargo & Co history | 29.65K | $3.39M | 0.00% | Add |
| Millennium Management history | 2.27K | $259.51K | 0.00% | New |
| BlackRock Inc history | 300 | $34.25K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 30 | $3.42K | 0.00% | New |
| PNC Financial Services history | 8 | $913 | 0.00% | New |
Q2 2025 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 125.79K | $12.66M | 0.00% | Add |
| Morgan Stanley history | 105.87K | $10.65M | 0.00% | Add |
| Citadel Advisors history | 89.40K | $8.99M | 0.00% | Add |
| JPMorgan Chase & Co history | 55.07K | $5.54M | 0.00% | Reduce |
| UBS Group AG history | 40.00K | $4.02M | 0.00% | Add |
| Wells Fargo & Co history | 20.36K | $2.05M | 0.00% | Add |
| Northern Trust Corp history | 2.03K | $204.14K | 0.00% | New |
| BlackRock Inc history | 300 | $30.18K | 0.00% | Hold |
Q1 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 121.83K | $11.03M | 0.00% | Add |
| Morgan Stanley history | 104.88K | $9.50M | 0.00% | Add |
| Bank of America Corp history | 25.69K | $2.33M | 0.00% | Reduce |
| UBS Group AG history | 17.47K | $1.58M | 0.00% | Reduce |
| Wells Fargo & Co history | 10.87K | $983.78K | 0.00% | Reduce |
| Citadel Advisors history | 4.58K | $414.45K | 0.00% | Reduce |
| BlackRock Inc history | 300 | $27.16K | 0.00% | Hold |
New Positions (Q2 2026)
- JPMorgan Chase & Co 62.48K sh · $1.38M
- Citigroup Inc 42.91K sh · $947.36K
- BNY Mellon 13.48K sh · $297.70K
Fully Exited (vs previous quarter)
- Millennium Management sold 21.01K sh · $2.83M
Fund Position History — shares by quarter (top 16 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Citadel Advisors | 820.72K | 341.86K | 374.26K | 206.40K | 89.40K | 4.58K | 18.15K | — | 2.73K | — | — | 4.57K | — | 3.13K | 4.56K | 33.17K | 39.31K | 1.19K | 4.71K | — |
| Morgan Stanley | 409.39K | 90.85K | 126.41K | 110.02K | 105.87K | 104.88K | 93.61K | 79.79K | 66.64K | 65.35K | 49.60K | 40.36K | 37.84K | 43.61K | 54.41K | 58.66K | 57.60K | 62.67K | 61.41K | 59.90K |
| Bank of America Corp | 207.87K | 47.57K | 65.64K | 38.65K | 125.79K | 25.69K | 27.54K | 23.61K | 36.71K | 28.69K | 58.88K | 63.85K | 70.75K | 83.65K | 84.19K | 92.90K | 91.03K | 97.22K | 94.73K | 97.47K |
| UBS Group AG | 176.06K | 31.27K | 45.55K | 34.61K | 40.00K | 17.47K | 20.80K | 14.66K | 12.23K | 8.32K | 9.12K | 9.71K | 8.00K | 8.02K | 8.06K | 9.35K | 9.16K | 17.20K | 24.62K | 10.36K |
| Wells Fargo & Co | 106.12K | 22.41K | 47.41K | 29.65K | 20.36K | 10.87K | 18.31K | 17.46K | 12.77K | 13.36K | 11.93K | 7.12K | 7.54K | 6.60K | 3.01K | 2.65K | 2.93K | 12.33K | 7.17K | 17.26K |
| JPMorgan Chase & Co | 62.48K | — | 62.04K | 68.03K | 55.07K | 121.83K | 45.89K | 13.37K | 15.05K | 10.96K | 12.88K | 13.79K | 8.52K | 8.95K | 2.17K | 2.08K | 2.54K | 2.32K | 1.54K | 1.68K |
| Goldman Sachs Group | 48.46K | 2.19K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Citigroup Inc | 42.91K | — | — | — | — | — | — | — | — | 200 | — | — | — | — | — | — | — | 25 | — | — |
| Renaissance Technologies | 18.05K | 7.30K | — | — | — | — | 8.86K | — | — | 8.80K | 18.05K | 8.30K | 5.70K | 5.70K | 1.70K | 2.60K | — | — | — | 8.20K |
| BNY Mellon | 13.48K | — | 1.60K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | 2.55K | 33 | 157 | 30 | — | — | 1 | — | — | — | 15 | — | — | — | — | — | — | — | — | — |
| BlackRock Inc | 1.19K | 237 | — | 300 | 300 | 300 | 300 | — | — | — | — | — | — | — | — | — | — | — | — | — |
| PNC Financial Services | 1.01K | 203 | 203 | 8 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 101 | — |
| Millennium Management | — | 21.01K | 3.50K | 2.27K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Amundi US | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 13.60K | 13.60K | — | — | 37.53K | — |
| Northern Trust Corp | — | — | — | — | 2.03K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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