Accordant Advisory Group’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Accordant Advisory Group’s Portfolio PPLT Stock Details PPLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.1M	Sell	431,955 -2,485	-0.6%	-$43.2K	4.12%	9
2026 Q1	$7.74M	Buy	434,440 +177,970	+69%	+$3.56M	4.8%	7
2025 Q4	$4.78M	Buy	256,470 +11,500	+5%	+$177K	3.3%	11
2025 Q3	$3.5M	Buy	+244,970	New	+$3.1M	2.38%	13

Other funds holding PPLT

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HCM

Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PCM

PenderFund Capital Management Vancouver, British Columbia, Canada $780M AUM 24.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Accordant Advisory Group's PPLT Position: Q2 2026 in Review

Accordant Advisory Group reduced its abrdn Physical Platinum Shares ETF (PPLT) stake by 0.57% in Q2 2026, selling an estimated $43.2K and leaving 431,955 shares worth $6.1M. The position accounts for 4.12% of the portfolio, ranked #9.

Accordant Advisory Group first reported a position in PPLT in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.74M in Q1 2026. 236 funds tracked by Wall St. Rank hold PPLT as of Q2 2026.

Accordant Advisory Group held 431,955 shares of abrdn Physical Platinum Shares ETF worth $6.1M as of Q2 2026.
Accordant Advisory Group sold 2,485 abrdn Physical Platinum Shares ETF shares in Q2 2026, an estimated $43.2K.
abrdn Physical Platinum Shares ETF made up 4.12% of Accordant Advisory Group's portfolio in Q2 2026, its #9 holding.
Accordant Advisory Group first reported a position in abrdn Physical Platinum Shares ETF in Q3 2025 and has held it in 4 quarters since.
Accordant Advisory Group's abrdn Physical Platinum Shares ETF position peaked at $7.74M in Q1 2026.
236 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q2 2026.

Based on Accordant Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.