CAPTRUST Financial Advisors
PCH

CAPTRUST Financial Advisors’s PotlatchDeltic PCH Stock Holding History

CAPTRUST Financial 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
-5,817
Closed -$231K – 3101
2025
Q4 		$231K Sell
5,817
-875
-13% -$35.4K ﹤0.01% 2430
2025
Q3 		$273K Sell
6,692
-632
-9% -$26.2K ﹤0.01% 2238
2025
Q2 		$281K Buy
7,324
+838
+13% +$32.9K ﹤0.01% 2104
2025
Q1 		$293K Sell
6,486
-1,128
-15% -$49.5K ﹤0.01% 1958
2024
Q4 		$299K Sell
7,614
-500
-6% -$21.2K ﹤0.01% 1917
2024
Q3 		$366K Buy
+8,114
New +$344K ﹤0.01% 1768
2024
Q2 		– Sell
-4,620
Closed -$217K – 2235
2024
Q1 		$217K Sell
4,620
-4,864
-51% -$224K ﹤0.01% 1961
2023
Q4 		$466K Sell
9,484
-1,385
-13% -$63.4K ﹤0.01% 1784
2023
Q3 		$493K Buy
+10,869
New +$537K ﹤0.01% 1660
2023
Q1 		– Sell
-4,896
Closed -$215K – 2361
2022
Q4 		$215K Buy
+4,896
New +$222K ﹤0.01% 1902

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

CAPTRUST Financial Advisors's PCH Position: Q1 2026 in Review

CAPTRUST Financial Advisors sold out of PotlatchDeltic (PCH) in Q1 2026, closing a stake of 5,817 shares — an estimated $231K sold.

CAPTRUST Financial Advisors first reported a position in PCH in Q4 2022 and held it in 10 quarters. The position peaked at $493K in Q3 2023. 2 funds tracked by Wall St. Rank hold PCH as of Q1 2026.

  • CAPTRUST Financial Advisors reported no remaining PotlatchDeltic position as of Q1 2026 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 5,817 PotlatchDeltic shares in Q1 2026, an estimated $231K.
  • CAPTRUST Financial Advisors first reported a position in PotlatchDeltic in Q4 2022 and held it in 10 quarters.
  • CAPTRUST Financial Advisors's PotlatchDeltic position peaked at $493K in Q3 2023.
  • 2 funds tracked by Wall St. Rank held PotlatchDeltic as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.