AWM
PCH

AE Wealth Management’s PotlatchDeltic PCH Stock Holding History

AE Wealth Management’s Portfolio PCH Stock Details PCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-21,609
Closed -$829K – 2350
2025
Q2 		$829K Sell
21,609
-390
-2% -$15.3K 0.01% 774
2025
Q1 		$993K Buy
21,999
+212
+1% +$9.31K 0.01% 702
2024
Q4 		$855K Sell
21,787
-240
-1% -$10.2K 0.01% 743
2024
Q3 		$992K Buy
22,027
+10,507
+91% +$445K 0.01% 692
2024
Q2 		$454K Buy
+11,520
New +$488K ﹤0.01% 911

Other funds holding PCH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

AE Wealth Management's PCH Position: Q3 2025 in Review

AE Wealth Management sold out of PotlatchDeltic (PCH) in Q3 2025, closing a stake of 21,609 shares — an estimated $829K sold.

AE Wealth Management first reported a position in PCH in Q2 2024 and held it in 5 quarters. The position peaked at $993K in Q1 2025. 335 funds tracked by Wall St. Rank hold PCH as of Q3 2025.

  • AE Wealth Management reported no remaining PotlatchDeltic position as of Q3 2025 after selling out during the quarter.
  • AE Wealth Management sold 21,609 PotlatchDeltic shares in Q3 2025, an estimated $829K.
  • AE Wealth Management first reported a position in PotlatchDeltic in Q2 2024 and held it in 5 quarters.
  • AE Wealth Management's PotlatchDeltic position peaked at $993K in Q1 2025.
  • 335 funds tracked by Wall St. Rank held PotlatchDeltic as of Q3 2025.

Based on AE Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.