CX Institutional’s PCM Fund PCM Stock Holding History

CX Institutional’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 Q3	$1K	Buy	+300	New	+$1.63K	﹤0.01%	1644
2022 Q3	–	Sell	-591	Closed	-$5K	–	946
2022 Q2	$5K	Buy	+591	New	+$5.93K	﹤0.01%	1034
2021 Q4	–	Sell	-591	Closed	-$7K	–	751
2021 Q3	$7K	Buy	+591	New	+$6.88K	﹤0.01%	858

Other funds holding PCM

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

FIA

FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return

WWM

Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return

CX Institutional's PCM Position: Q3 2026 in Review

CX Institutional opened a new position in PCM Fund (PCM) in Q3 2026: 300 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1644 among its holdings. This is a return to the name: CX Institutional previously reported a position in PCM as recently as Q2 2022.

CX Institutional first reported a position in PCM in Q3 2021 and has held it in 3 quarters since. The position peaked at $7K in Q3 2021. 6 funds tracked by Wall St. Rank hold PCM as of Q3 2026.

CX Institutional held 300 shares of PCM Fund worth $1K as of Q3 2026.
PCM Fund was a new CX Institutional position in Q3 2026.
PCM Fund made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1644 holding.
CX Institutional first reported a position in PCM Fund in Q3 2021 and has held it in 3 quarters since.
CX Institutional's PCM Fund position peaked at $7K in Q3 2021.
6 funds tracked by Wall St. Rank held PCM Fund as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.