Diversify Wealth Management
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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
Q3 		$324K Hold
11,644
– – ﹤0.01% 1067
2026
Q2 		$326K Hold
11,644
– – 0.01% 1015
2026
Q1 		$281K Buy
+11,644
New +$260K 0.01% 987

Other funds holding PCB

Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Diversify Wealth Management's PCB Position: Q3 2026 in Review

Diversify Wealth Management 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 Wealth Management first reported a position in PCB in Q1 2026 and has held it in 3 quarters since. The position peaked at $326K in Q2 2026. 12 funds tracked by Wall St. Rank hold PCB as of Q3 2026.

  • Diversify Wealth Management held 11,644 shares of PCB Bancorp worth $324K as of Q3 2026.
  • Diversify Wealth Management left its PCB Bancorp share count unchanged in Q3 2026.
  • PCB Bancorp made up ﹤0.01% of Diversify Wealth Management's portfolio in Q3 2026, its #1067 holding.
  • Diversify Wealth Management first reported a position in PCB Bancorp in Q1 2026 and has held it in 3 quarters since.
  • Diversify Wealth Management'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 Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.