BL
PDCO

BFSG LLC’s Patterson Companies, Inc. PDCO Stock Holding History

BFSG LLC’s Portfolio PDCO Stock Details PDCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,735
Closed -$210K – 708
2025
Q1 		$210K Sell
6,735
-5,340
-44% -$166K 0.03% 233
2024
Q4 		$373K Sell
12,075
-175
-1% -$4.07K 0.04% 187
2024
Q3 		$268K Buy
12,250
+925
+8% +$21.9K 0.03% 221
2024
Q2 		$273K Buy
11,325
+7,245
+178% +$181K 0.03% 205
2024
Q1 		$113K Buy
+4,080
New +$116K 0.01% 297

Other funds holding PDCO

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
RP
Rowlandmiller & Partners Atlanta, Georgia $493M AUM 17.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BFSG LLC's PDCO Position: Q2 2025 in Review

BFSG LLC sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 6,735 shares — an estimated $210K sold.

BFSG LLC first reported a position in PDCO in Q1 2024 and held it in 5 quarters. The position peaked at $373K in Q4 2024. 7 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.

  • BFSG LLC reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
  • BFSG LLC sold 6,735 Patterson Companies, Inc. shares in Q2 2025, an estimated $210K.
  • BFSG LLC first reported a position in Patterson Companies, Inc. in Q1 2024 and held it in 5 quarters.
  • BFSG LLC's Patterson Companies, Inc. position peaked at $373K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.

Based on BFSG LLC's 13F filing for Q2 2025, filed 15 Jul 2025.