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Clearstead Advisors’s PCB Bancorp PCB Stock Holding History

Clearstead Advisors’s Portfolio PCB Stock Details PCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3
Closed -$65 – 2685
2025
Q4 		$65 Sell
3
-34
-92% -$733 ﹤0.01% 2577
2025
Q3 		$777 Buy
37
+8
+28% +$172 ﹤0.01% 2662
2025
Q2 		$609 Buy
+29
New +$563 ﹤0.01% 2472

Other funds holding PCB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Clearstead Advisors's PCB Position: Q1 2026 in Review

Clearstead Advisors sold out of PCB Bancorp (PCB) in Q1 2026, closing a stake of 3 shares — an estimated $65 sold.

Clearstead Advisors first reported a position in PCB in Q2 2025 and held it in 3 quarters. The position peaked at $777 in Q3 2025. 93 funds tracked by Wall St. Rank hold PCB as of Q1 2026.

  • Clearstead Advisors reported no remaining PCB Bancorp position as of Q1 2026 after selling out during the quarter.
  • Clearstead Advisors sold 3 PCB Bancorp shares in Q1 2026, an estimated $65.
  • Clearstead Advisors first reported a position in PCB Bancorp in Q2 2025 and held it in 3 quarters.
  • Clearstead Advisors's PCB Bancorp position peaked at $777 in Q3 2025.
  • 93 funds tracked by Wall St. Rank held PCB Bancorp as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.