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Annis Gardner Whiting Capital Advisors’s PDF Solutions PDFS Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		– Sell
-30
Closed -$982 – 989
2026
Q1 		$982 Hold
30
– – ﹤0.01% 1150
2025
Q4 		$856 Hold
30
– – ﹤0.01% 1065
2025
Q3 		$775 Hold
30
– – ﹤0.01% 1024
2025
Q2 		$642 Buy
+30
New +$568 ﹤0.01% 1147

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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

Annis Gardner Whiting Capital Advisors's PDFS Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of PDF Solutions (PDFS) in Q2 2026, closing a stake of 30 shares — an estimated $982 sold.

Annis Gardner Whiting Capital Advisors first reported a position in PDFS in Q2 2025 and held it in 4 quarters. The position peaked at $982 in Q1 2026. 282 funds tracked by Wall St. Rank hold PDFS as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining PDF Solutions position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 30 PDF Solutions shares in Q2 2026, an estimated $982.
  • Annis Gardner Whiting Capital Advisors first reported a position in PDF Solutions in Q2 2025 and held it in 4 quarters.
  • Annis Gardner Whiting Capital Advisors's PDF Solutions position peaked at $982 in Q1 2026.
  • 282 funds tracked by Wall St. Rank held PDF Solutions as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.