AWM
PDFS icon

Abound Wealth Management’s PDF Solutions PDFS Stock Holding History

Abound Wealth Management’s Portfolio PDFS Stock Details PDFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$354 Buy
5
+1
+25% +$50 ﹤0.01% 1005
2026
Q1 		$131 Buy
+4
New +$131 ﹤0.01% 1352

Other funds holding PDFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Abound Wealth Management's PDFS Position: Q2 2026 in Review

Abound Wealth Management increased its PDF Solutions (PDFS) stake by 25% in Q2 2026, buying an estimated $50 and bringing the position to 5 shares worth $354. The position accounts for ﹤0.01% of the portfolio, ranked #1005.

Abound Wealth Management first reported a position in PDFS in Q1 2026 and has held it in 2 quarters since. 282 funds tracked by Wall St. Rank hold PDFS as of Q2 2026.

  • Abound Wealth Management held 5 shares of PDF Solutions worth $354 as of Q2 2026.
  • Abound Wealth Management bought 1 PDF Solutions share in Q2 2026, an estimated $50.
  • PDF Solutions made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1005 holding.
  • Abound Wealth Management first reported a position in PDF Solutions in Q1 2026 and has held it in 2 quarters since.
  • 282 funds tracked by Wall St. Rank held PDF Solutions as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.