Advisory Services Network’s PDF Solutions PDFS Stock Holding History

Advisory Services Network’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 Q1	$12.7K	Buy	+387	New	+$12.6K	﹤0.01%	3442
2025 Q4	–	Sell	-110	Closed	-$2.84K	–	3555
2025 Q3	$2.84K	Buy	+110	New	+$2.4K	﹤0.01%	3706
2024 Q1	–	Sell	-100	Closed	-$3.21K	–	3022
2023 Q4	$3.21K	Buy	+100	New	+$3.03K	﹤0.01%	3259
2023 Q2	–	Sell	-100	Closed	-$4.24K	–	3009
2023 Q1	$4.24K	Hold	100	–	–	﹤0.01%	3203
2022 Q4	$2.85K	Buy	+100	New	+$2.7K	﹤0.01%	3305
2021 Q3	–	Sell	-100	Closed	-$2K	–	2701
2021 Q2	$2K	Buy	+100	New	+$1.79K	﹤0.01%	3345
2021 Q1	–	Sell	-100	Closed	-$2K	–	2639
2020 Q4	$2K	Hold	100	–	–	﹤0.01%	3029
2020 Q3	$2K	Buy	+100	New	+$2.06K	﹤0.01%	3157
2018 Q2	–	Sell	-94	Closed	-$1K	–	2643
2018 Q1	$1K	Buy	+94	New	+$1.25K	﹤0.01%	2499

Other funds holding PDFS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return