Cambridge Investment Research Advisors
PCM

Cambridge Investment Research Advisors’s PCM Fund PCM Stock Holding History

Cambridge Investment Research Advisors’s Portfolio PCM Stock Details PCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$362K Buy
63,370
+37,220
+142% +$222K ﹤0.01% 3107
2025
Q4 		$161K Sell
26,150
-30,950
-54% -$195K ﹤0.01% 3621
2025
Q3 		$383K Buy
57,100
+4,685
+9% +$30K ﹤0.01% 2908
2025
Q2 		$332K Buy
52,415
+315
+0.6% +$1.97K ﹤0.01% 2892
2025
Q1 		$337K Buy
52,100
+3,750
+8% +$24.9K ﹤0.01% 2760
2024
Q4 		$372K Hold
48,350
– – ﹤0.01% 2663
2024
Q3 		$386K Buy
48,350
+32,000
+196% +$247K ﹤0.01% 2624
2024
Q2 		$121K Hold
16,350
– – ﹤0.01% 3132
2024
Q1 		$135K Buy
+16,350
New +$134K ﹤0.01% 3107

Other funds holding PCM

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
CIC
Concord Investment Counsel Irvine, California $297M AUM
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

Cambridge Investment Research Advisors's PCM Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its PCM Fund (PCM) stake by 142% in Q1 2026, buying an estimated $222K and bringing the position to 63,370 shares worth $362K. The position accounts for ﹤0.01% of the portfolio, ranked #3107.

Cambridge Investment Research Advisors first reported a position in PCM in Q1 2024 and has held it in 9 quarters since. The position peaked at $386K in Q3 2024. 27 funds tracked by Wall St. Rank hold PCM as of Q1 2026.

  • Cambridge Investment Research Advisors held 63,370 shares of PCM Fund worth $362K as of Q1 2026.
  • Cambridge Investment Research Advisors bought 37,220 PCM Fund shares in Q1 2026, an estimated $222K.
  • PCM Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #3107 holding.
  • Cambridge Investment Research Advisors first reported a position in PCM Fund in Q1 2024 and has held it in 9 quarters since.
  • Cambridge Investment Research Advisors's PCM Fund position peaked at $386K in Q3 2024.
  • 27 funds tracked by Wall St. Rank held PCM Fund as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.