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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Diversify Advisory Services's PCB Position: Q1 2026 in Review

Diversify Advisory Services sold out of PCB Bancorp (PCB) in Q1 2026, closing a stake of 11,533 shares — an estimated $256K sold.

Diversify Advisory Services first reported a position in PCB in Q4 2024 and held it in 5 quarters. The position peaked at $256K in Q4 2025. 93 funds tracked by Wall St. Rank hold PCB as of Q1 2026.

  • Diversify Advisory Services reported no remaining PCB Bancorp position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 11,533 PCB Bancorp shares in Q1 2026, an estimated $256K.
  • Diversify Advisory Services first reported a position in PCB Bancorp in Q4 2024 and held it in 5 quarters.
  • Diversify Advisory Services's PCB Bancorp position peaked at $256K in Q4 2025.
  • 93 funds tracked by Wall St. Rank held PCB Bancorp as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.