EPG
PCM

Estate Planners Group’s PCM Fund PCM Stock Holding History

Estate Planners Group’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
Q1 		– Sell
-3,460
Closed -$21.2K – 314
2025
Q4 		$21.2K Buy
+3,460
New +$21.8K 0.01% 206

Other funds holding PCM

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
CIC
Concord Investment Counsel Irvine, California $297M AUM
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Estate Planners Group's PCM Position: Q1 2026 in Review

Estate Planners Group sold out of PCM Fund (PCM) in Q1 2026, closing a stake of 3,460 shares — an estimated $21.2K sold.

Estate Planners Group first reported a position in PCM in Q4 2025 and held it in 1 quarter. The position peaked at $21.2K in Q4 2025. 27 funds tracked by Wall St. Rank hold PCM as of Q1 2026.

  • Estate Planners Group reported no remaining PCM Fund position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 3,460 PCM Fund shares in Q1 2026, an estimated $21.2K.
  • Estate Planners Group first reported a position in PCM Fund in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's PCM Fund position peaked at $21.2K in Q4 2025.
  • 27 funds tracked by Wall St. Rank held PCM Fund as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.