Commonwealth Equity Services
PCM

Commonwealth Equity Services’s PCM Fund PCM Stock Holding History

Commonwealth Equity Services’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 		$101K Buy
18,075
+496
+3% +$2.83K ﹤0.01% 4254
2026
Q1 		$100K Buy
17,579
+2,538
+17% +$15.1K ﹤0.01% 4134
2025
Q4 		$92.3K Sell
15,041
-288
-2% -$1.81K ﹤0.01% 4119
2025
Q3 		$103K Sell
15,329
-31,244
-67% -$200K ﹤0.01% 4087
2025
Q2 		$295K Buy
46,573
+13
+0% +$81 ﹤0.01% 3596
2025
Q1 		$301K Sell
46,560
-1,200
-3% -$7.97K ﹤0.01% 3493
2024
Q4 		$368K Sell
47,760
-22,563
-32% -$181K ﹤0.01% 3229
2024
Q3 		$562K Sell
70,323
-297
-0.4% -$2.29K ﹤0.01% 2794
2024
Q2 		$524K Buy
70,620
+10
+0% +$84 ﹤0.01% 2796
2024
Q1 		$584K Sell
70,610
-854
-1% -$6.99K ﹤0.01% 2697
2023
Q4 		$569K Buy
71,464
+6
+0% +$48 ﹤0.01% 2590
2023
Q3 		$636K Buy
71,458
+303
+0.4% +$2.86K ﹤0.01% 2393
2023
Q2 		$685K Sell
71,155
-751
-1% -$7K ﹤0.01% 2376
2023
Q1 		$605 Buy
71,906
+210
+0.3% +$1.87K ﹤0.01% 2385
2022
Q4 		$564K Buy
71,696
+80
+0.1% +$664 ﹤0.01% 2374
2022
Q3 		$571K Sell
71,616
-1,925
-3% -$18.4K ﹤0.01% 2289
2022
Q2 		$680K Sell
73,541
-649
-0.9% -$6.51K ﹤0.01% 2193
2022
Q1 		$755K Buy
74,190
+208
+0.3% +$2.21K ﹤0.01% 2207
2021
Q4 		$793K Buy
73,982
+875
+1% +$9.74K ﹤0.01% 2158
2021
Q3 		$829K Hold
73,107
– – ﹤0.01% 2074
2021
Q2 		$867K Sell
73,107
-8,130
-10% -$95.4K ﹤0.01% 2029
2021
Q1 		$930K Buy
81,237
+23,680
+41% +$266K ﹤0.01% 1851
2020
Q4 		$617K Hold
57,557
– – ﹤0.01% 2004
2020
Q3 		$582K Sell
57,557
-7,020
-11% -$68.2K ﹤0.01% 1860
2020
Q2 		$608K Sell
64,577
-101
-0.2% -$904 ﹤0.01% 1751
2020
Q1 		$513K Buy
64,678
+289
+0.4% +$3.07K ﹤0.01% 1674
2019
Q4 		$737K Buy
64,389
+791
+1% +$9.02K ﹤0.01% 1628
2019
Q3 		$707K Buy
63,598
+1,421
+2% +$15.9K ﹤0.01% 1578
2019
Q2 		$703K Buy
62,177
+1,259
+2% +$14.2K ﹤0.01% 1567
2019
Q1 		$678K Sell
60,918
-120
-0.2% -$1.29K ﹤0.01% 1547
2018
Q4 		$619K Sell
61,038
-3,305
-5% -$34.7K ﹤0.01% 1497
2018
Q3 		$727K Buy
64,343
+1,989
+3% +$22.8K ﹤0.01% 1520
2018
Q2 		$714K Buy
62,354
+1,576
+3% +$18.3K ﹤0.01% 1497
2018
Q1 		$688K Buy
60,778
+8,254
+16% +$91.8K ﹤0.01% 1488
2017
Q4 		$608K Sell
52,524
-11,261
-18% -$131K ﹤0.01% 1552
2017
Q3 		$742K Buy
63,785
+13,749
+27% +$158K ﹤0.01% 1352
2017
Q2 		$562K Buy
50,036
+579
+1% +$6.17K ﹤0.01% 1497
2017
Q1 		$502K Buy
49,457
+11,650
+31% +$119K ﹤0.01% 1504
2016
Q4 		$378K Buy
37,807
+8,105
+27% +$79.6K ﹤0.01% 1602
2016
Q3 		$297K Buy
29,702
+17,407
+142% +$175K ﹤0.01% 1728
2016
Q2 		$120K Hold
12,295
– – ﹤0.01% 2076
2016
Q1 		$116K Buy
12,295
+376
+3% +$3.42K ﹤0.01% 2036
2015
Q4 		$110K Buy
+11,919
New +$113K ﹤0.01% 2010
2015
Q3 		– Sell
-10,293
Closed -$103K – 2204
2015
Q2 		$103K Hold
10,293
– – ﹤0.01% 2067
2015
Q1 		$109K Buy
+10,293
New +$110K ﹤0.01% 2050

Other funds holding PCM

SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

Commonwealth Equity Services's PCM Position: Q2 2026 in Review

Commonwealth Equity Services increased its PCM Fund (PCM) stake by 2.8% in Q2 2026, buying an estimated $2.83K and bringing the position to 18,075 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #4254.

Commonwealth Equity Services first reported a position in PCM in Q1 2015 and has held it in 45 quarters since. The position peaked at $930K in Q1 2021. 12 funds tracked by Wall St. Rank hold PCM as of Q2 2026.

  • Commonwealth Equity Services held 18,075 shares of PCM Fund worth $101K as of Q2 2026.
  • Commonwealth Equity Services bought 496 PCM Fund shares in Q2 2026, an estimated $2.83K.
  • PCM Fund made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #4254 holding.
  • Commonwealth Equity Services first reported a position in PCM Fund in Q1 2015 and has held it in 45 quarters since.
  • Commonwealth Equity Services's PCM Fund position peaked at $930K in Q1 2021.
  • 12 funds tracked by Wall St. Rank held PCM Fund as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.