Pacific Oak Strategic OpportPCOK
13F holders, Q4 2025 (December 31)4holders +2
2new positions
0sold out
$5.15avg. 13F price*
At the end of Q4 2025, 4 institutions reported holding Pacific Oak Strategic Opport (PCOK) in their 13F filings, up 2 from Q3 2025. 2 opened new positions and 0 sold out. The largest holders were Carter Financial Group, INC. ($218K), ORG Partners LLC ($100K) and Kingswood Wealth Advisors, LLC ($26K).
- Company
- Pacific Oak Strategic Opport
- CUSIP
- 694701103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $243K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 49,408 shares bought, net +49,408 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Carter Financial Group, INC. | 0.13% | New | 38,050 | $218K |
| ORG Partners LLC | 0.02% | No change | 17,467 | $100K |
| Kingswood Wealth Advisors, LLC | 0.00% | New | 11,358 | $26K |
| Financial Gravity Asset Management, 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.