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
Q2 		$355K Buy
63,547
+177
+0.3% +$1.01K ﹤0.01% 3296
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 $2.1B AUM 2.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
CIC
Concord Investment Counsel Irvine, California $366M AUM 38.82% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

Cambridge Investment Research Advisors's PCM Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its PCM Fund (PCM) stake by 0.28% in Q2 2026, buying an estimated $1.01K and bringing the position to 63,547 shares worth $355K. The position accounts for ﹤0.01% of the portfolio, ranked #3296.

Cambridge Investment Research Advisors first reported a position in PCM in Q1 2024 and has held it in 10 quarters since. The position peaked at $386K in Q3 2024. 31 funds tracked by Wall St. Rank hold PCM as of Q2 2026.

  • Cambridge Investment Research Advisors held 63,547 shares of PCM Fund worth $355K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 177 PCM Fund shares in Q2 2026, an estimated $1.01K.
  • PCM Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3296 holding.
  • Cambridge Investment Research Advisors first reported a position in PCM Fund in Q1 2024 and has held it in 10 quarters since.
  • Cambridge Investment Research Advisors's PCM Fund position peaked at $386K in Q3 2024.
  • 31 funds tracked by Wall St. Rank held PCM Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.