Pacific Oak Strategic OpportPCOK
13F holders, Q4 2024 (December 31)3holders +1
1new positions
0sold out
$6.69avg. 13F price*
At the end of Q4 2024, 3 institutions reported holding Pacific Oak Strategic Opport (PCOK) in their 13F filings, up 1 from Q3 2024. 1 opened new positions and 0 sold out. The largest holders were Kingswood Wealth Advisors, LLC ($111K), ORG Partners LLC ($100K) and Financial Gravity Companies, Inc. ($8K).
- Company
- Pacific Oak Strategic Opport
- CUSIP
- 694701103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $111K |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 26,431 shares bought, net +26,431 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Kingswood Wealth Advisors, LLC | 0.01% | New | 13,767 | $111K |
| ORG Partners LLC | 0.01% | Add +263.7% | 17,467 | $100K |
| Financial Gravity Companies, Inc. | 0.00% | No change | 1,484 | $8K |
"% of holder's portfolio" is PCOK's weight in each manager's 13F, not the share of Pacific Oak Strategic Opport the manager owns.