Clearstead Advisors’s PDS Biotechnology PDSB Stock Holding History

Clearstead Advisors’s Portfolio PDSB Stock Details PDSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$37.5K	Buy	+50,000	New	+$28.4K	﹤0.01%	1538

Other funds holding PDSB

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.25% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Clearstead Advisors's PDSB Position: Q3 2026 in Review

Clearstead Advisors opened a new position in PDS Biotechnology (PDSB) in Q3 2026: 50,000 shares worth $37.5K. The stake represents ﹤0.01% of the portfolio and ranks #1538 among its holdings.

24 funds tracked by Wall St. Rank hold PDSB as of Q3 2026.

Clearstead Advisors held 50,000 shares of PDS Biotechnology worth $37.5K as of Q3 2026.
PDS Biotechnology was a new Clearstead Advisors position in Q3 2026.
PDS Biotechnology made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #1538 holding.
24 funds tracked by Wall St. Rank held PDS Biotechnology as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.