Advisornet Financial
PCM icon

Advisornet Financial’s PCM Fund PCM Stock Holding History

Advisornet Financial’s Portfolio PCM Stock Details PCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-1,188
Closed -$6.63K – 1691
2026
Q2 		$6.63K Hold
1,188
– – ﹤0.01% 1700
2026
Q1 		$6.78K Sell
1,188
-513
-30% -$3.06K ﹤0.01% 1655
2025
Q4 		$10.4K Buy
1,701
+15
+0.9% +$94 ﹤0.01% 1527
2025
Q3 		$11.3K Buy
1,686
+10
+0.6% +$64 ﹤0.01% 1483
2025
Q2 		$10.6K Buy
+1,676
New +$10.5K ﹤0.01% 1460

Other funds holding PCM

Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Highline Wealth Partners
Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FNY Investment Advisers
FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return
First Horizon Corporation
First Horizon Corporation Memphis, Tennessee $2.62B AUM 17.6% 1-Year Est. Return
Wolff Wiese Magana
Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return

Advisornet Financial's PCM Position: Q3 2026 in Review

Advisornet Financial sold out of PCM Fund (PCM) in Q3 2026, closing a stake of 1,188 shares — an estimated $6.63K sold.

Advisornet Financial first reported a position in PCM in Q2 2025 and held it in 5 quarters. The position peaked at $11.3K in Q3 2025. 8 funds tracked by Wall St. Rank hold PCM as of Q3 2026.

  • Advisornet Financial reported no remaining PCM Fund position as of Q3 2026 after selling out during the quarter.
  • Advisornet Financial sold 1,188 PCM Fund shares in Q3 2026, an estimated $6.63K.
  • Advisornet Financial first reported a position in PCM Fund in Q2 2025 and held it in 5 quarters.
  • Advisornet Financial's PCM Fund position peaked at $11.3K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held PCM Fund as of Q3 2026.

Based on Advisornet Financial's 13F filing for Q3 2026, filed 15 Oct 2026.