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Diversify Wealth Management’s PCB Bancorp PCB Stock Holding History

Diversify Wealth Management’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
Q2 		$326K Hold
11,644
– – 0.01% 1015
2026
Q1 		$281K Buy
+11,644
New +$260K 0.01% 987

Other funds holding PCB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $331M AUM 34.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MCM
Maltese Capital Management New York $549M AUM 32.66% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Diversify Wealth Management's PCB Position: Q2 2026 in Review

Diversify Wealth Management held its PCB Bancorp (PCB) position steady in Q2 2026 at 11,644 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #1015.

Diversify Wealth Management first reported a position in PCB in Q1 2026 and has held it in 2 quarters since. 109 funds tracked by Wall St. Rank hold PCB as of Q2 2026.

  • Diversify Wealth Management held 11,644 shares of PCB Bancorp worth $326K as of Q2 2026.
  • Diversify Wealth Management left its PCB Bancorp share count unchanged in Q2 2026.
  • PCB Bancorp made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1015 holding.
  • Diversify Wealth Management first reported a position in PCB Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 109 funds tracked by Wall St. Rank held PCB Bancorp as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.