PFG Investments, LLC

Position in WMS — Advanced Drainage Systems, Inc.

CIK 1973224 WOODBURY, NY

Position in WMS

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$950,549

+$78,951 QoQ

Shares Held

6,056

-4.7% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#277

of 543 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

PFG Investments, LLC holds $5,610,928 across 6 Building Products & Equipment names. WMS ranks #2 (16.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JCI	Johnson Controls International plc	18,120	$2,647,513
2	WMS	Advanced Drainage Systems, Inc. This page	6,056	$950,549
3	TT	Trane Technologies plc	1,312	$644,401
4	CARR	CARRIER GLOBAL Corp	8,492	$622,888
5	TREX	Trex Co Inc	10,033	$502,051
6	OC	Owens Corning	1,532	$243,526

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$950,549	6,056	-4.7%	Shares	Sole	2026-07-23
2026-03-31	$871,598	6,356	-2.2%	Shares	Sole	2026-04-27
2025-12-31	$941,105	6,498	0.0%	Shares	Sole	2026-01-26
2025-09-30	$901,272	6,498	-4.0%	Shares	Sole	2025-10-31
2025-06-30	$777,372	6,768	-19.9%	Shares	Sole	2025-07-18
2025-03-31	$918,527	8,454	0.0%	Shares	Sole	2025-04-22
2024-12-31	$977,282	8,454	-2.1%	Shares	Sole	2025-01-22
2024-09-30	$1,357,076	8,635	+3.9%	Shares	Sole	2024-10-24
2024-06-30	$1,333,482	8,314	0.0%	Shares	Sole	2024-08-07
2024-03-31	$1,432,003	8,314	-15.1%	Shares	Sole	2024-04-22
2023-12-31	$1,376,724	9,789	-10.7%	Shares	Sole	2024-01-17
2023-09-30	$1,248,032	10,964	-12.0%	Shares	Sole	2023-11-06
2023-06-30	$1,417,585	12,459	0.0%	Shares	Sole	2023-08-03
2023-03-31	$1,049,172	12,459	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.