BCA
PCH

Bernzott Capital Advisors’s PotlatchDeltic PCH Stock Holding History

Bernzott Capital Advisors’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
2026
Q1 		– Sell
-154,965
Closed -$6.16M – 41
2025
Q4 		$6.16M Sell
154,965
-34,757
-18% -$1.41M 2.93% 17
2025
Q3 		$7.73M Sell
189,722
-1,802
-0.9% -$74.7K 3.65% 9
2025
Q2 		$7.35M Buy
191,524
+21,954
+13% +$862K 3.75% 6
2025
Q1 		$7.65M Buy
169,570
+4,095
+2% +$180K 3.77% 4
2024
Q4 		$6.49M Sell
165,475
-22,031
-12% -$934K 3.21% 12
2024
Q3 		$8.45M Buy
187,506
+13,390
+8% +$567K 3.64% 6
2024
Q2 		$6.86M Sell
174,116
-9,820
-5% -$416K 3.16% 11
2024
Q1 		$8.65M Buy
+183,936
New +$8.47M 3.42% 7

Other funds holding PCH

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Bernzott Capital Advisors's PCH Position: Q1 2026 in Review

Bernzott Capital Advisors sold out of PotlatchDeltic (PCH) in Q1 2026, closing a stake of 154,965 shares — an estimated $6.16M sold.

Bernzott Capital Advisors first reported a position in PCH in Q1 2024 and held it in 8 quarters. The position peaked at $8.65M in Q1 2024. 2 funds tracked by Wall St. Rank hold PCH as of Q1 2026.

  • Bernzott Capital Advisors reported no remaining PotlatchDeltic position as of Q1 2026 after selling out during the quarter.
  • Bernzott Capital Advisors sold 154,965 PotlatchDeltic shares in Q1 2026, an estimated $6.16M.
  • Bernzott Capital Advisors first reported a position in PotlatchDeltic in Q1 2024 and held it in 8 quarters.
  • Bernzott Capital Advisors's PotlatchDeltic position peaked at $8.65M in Q1 2024.
  • 2 funds tracked by Wall St. Rank held PotlatchDeltic as of Q1 2026.

Based on Bernzott Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.