Diversify Advisory Services’s PCB Bancorp PCB Stock Holding History

Diversify Advisory Services’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 Q3	$324K	Hold	11,644	–	–	﹤0.01%	1067
2026 Q2	$326K	Buy	+11,644	New	+$289K	0.01%	1015
2026 Q1	–	Sell	-11,533	Closed	-$256K	–	662
2025 Q4	$256K	Hold	11,533	–	–	0.01%	800
2025 Q3	$252K	Hold	11,533	–	–	0.01%	775
2025 Q2	$252K	Hold	11,533	–	–	0.01%	725
2025 Q1	$229K	Hold	11,533	–	–	0.01%	578
2024 Q4	$214K	Buy	+11,533	New	+$230K	0.01%	576

Other funds holding PCB

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Diversify Advisory Services's PCB Position: Q3 2026 in Review

Diversify Advisory Services held its PCB Bancorp (PCB) position steady in Q3 2026 at 11,644 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #1067.

Diversify Advisory Services first reported a position in PCB in Q4 2024 and has held it in 7 quarters since. The position peaked at $326K in Q2 2026. 12 funds tracked by Wall St. Rank hold PCB as of Q3 2026.

Diversify Advisory Services held 11,644 shares of PCB Bancorp worth $324K as of Q3 2026.
Diversify Advisory Services left its PCB Bancorp share count unchanged in Q3 2026.
PCB Bancorp made up ﹤0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #1067 holding.
Diversify Advisory Services first reported a position in PCB Bancorp in Q4 2024 and has held it in 7 quarters since.
Diversify Advisory Services's PCB Bancorp position peaked at $326K in Q2 2026.
12 funds tracked by Wall St. Rank held PCB Bancorp as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.