Cerity Partners’s PotlatchDeltic PCH Stock Holding History

Cerity Partners’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	-19,108	Closed	-$760K	–	3364
2025 Q4	$760K	Sell	19,108 -5,239	-22%	-$212K	﹤0.01%	1848
2025 Q3	$992K	Sell	24,347 -2,606	-10%	-$108K	﹤0.01%	1603
2025 Q2	$1.03M	Buy	26,953 +38	+0.1%	+$1.49K	﹤0.01%	1505
2025 Q1	$1.21M	Buy	26,915 +5,422	+25%	+$238K	﹤0.01%	1337
2024 Q4	$966K	Sell	21,493 -1,319	-6%	-$55.9K	﹤0.01%	1428
2024 Q3	$1.03M	Buy	22,812 +5,049	+28%	+$214K	﹤0.01%	1382
2024 Q2	$700K	Sell	17,763 -5,478	-24%	-$232K	﹤0.01%	1388
2024 Q1	$1.09M	Buy	+23,241	New	+$1.07M	﹤0.01%	1232
2023 Q2	–	Sell	-4,124	Closed	-$204K	–	1877
2023 Q1	$204K	Buy	+4,124	New	+$194K	﹤0.01%	1709

Other funds holding PCH

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

Cerity Partners's PCH Position: Q1 2026 in Review

Cerity Partners sold out of PotlatchDeltic (PCH) in Q1 2026, closing a stake of 19,108 shares — an estimated $760K sold.

Cerity Partners first reported a position in PCH in Q1 2023 and held it in 9 quarters. The position peaked at $1.21M in Q1 2025. 2 funds tracked by Wall St. Rank hold PCH as of Q1 2026.

Cerity Partners reported no remaining PotlatchDeltic position as of Q1 2026 after selling out during the quarter.
Cerity Partners sold 19,108 PotlatchDeltic shares in Q1 2026, an estimated $760K.
Cerity Partners first reported a position in PotlatchDeltic in Q1 2023 and held it in 9 quarters.
Cerity Partners's PotlatchDeltic position peaked at $1.21M in Q1 2025.
2 funds tracked by Wall St. Rank held PotlatchDeltic as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.