CIC
PCM

Concord Investment Counsel’s PCM Fund PCM Stock Holding History

Concord Investment Counsel’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
Q1 		$324K Sell
56,715
-17,977
-24% -$107K 0.11% 34
2025
Q4 		$459K Sell
74,692
-24,687
-25% -$155K 0.15% 30
2025
Q3 		$667K Buy
+99,379
New +$637K 0.21% 30
2024
Q1 		$1.12M Buy
+135,516
New +$1.11M 0.4% 31

Other funds holding PCM

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

Concord Investment Counsel's PCM Position: Q1 2026 in Review

Concord Investment Counsel reduced its PCM Fund (PCM) stake by 24% in Q1 2026, selling an estimated $107K and leaving 56,715 shares worth $324K. The position accounts for 0.11% of the portfolio, ranked #34.

Concord Investment Counsel first reported a position in PCM in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.12M in Q1 2024. 27 funds tracked by Wall St. Rank hold PCM as of Q1 2026.

  • Concord Investment Counsel held 56,715 shares of PCM Fund worth $324K as of Q1 2026.
  • Concord Investment Counsel sold 17,977 PCM Fund shares in Q1 2026, an estimated $107K.
  • PCM Fund made up 0.11% of Concord Investment Counsel's portfolio in Q1 2026, its #34 holding.
  • Concord Investment Counsel first reported a position in PCM Fund in Q1 2024 and has held it in 4 quarters since.
  • Concord Investment Counsel's PCM Fund position peaked at $1.12M in Q1 2024.
  • 27 funds tracked by Wall St. Rank held PCM Fund as of Q1 2026.

Based on Concord Investment Counsel's 13F filing for Q1 2026, filed 13 May 2026.