FAIM
PCM

Financial Advocates Investment Management’s PCM Fund PCM Stock Holding History

Financial Advocates Investment Management’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
2025
Q3 		– Sell
-69,242
Closed -$438K – 423
2025
Q2 		$438K Sell
69,242
-150,486
-68% -$940K 0.04% 392
2025
Q1 		$1.42M Buy
219,728
+3,908
+2% +$25.9K 0.1% 215
2024
Q4 		$1.66M Buy
215,820
+20,950
+11% +$168K 0.09% 203
2024
Q3 		$1.56M Buy
194,870
+13,973
+8% +$108K 0.09% 219
2024
Q2 		$1.34M Buy
180,897
+5,972
+3% +$50.1K 0.08% 228
2024
Q1 		$1.45M Buy
174,925
+22,372
+15% +$183K 0.08% 236
2023
Q4 		$1.21M Buy
152,553
+25,109
+20% +$200K 0.08% 248
2023
Q3 		$1.13M Buy
127,444
+11,187
+10% +$106K 0.08% 247
2023
Q2 		$1.12M Buy
116,257
+7,005
+6% +$65.3K 0.08% 251
2023
Q1 		$920K Buy
109,252
+44,867
+70% +$400K 0.07% 306
2022
Q4 		$507K Buy
64,385
+14,292
+29% +$119K 0.04% 447
2022
Q3 		$400K Buy
50,093
+11,674
+30% +$112K 0.03% 471
2022
Q2 		$355K Buy
38,419
+15,578
+68% +$156K 0.03% 471
2022
Q1 		$233K Buy
+22,841
New +$242K 0.02% 648

Other funds holding PCM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
CIC
Concord Investment Counsel Irvine, California $297M AUM
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Financial Advocates Investment Management's PCM Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of PCM Fund (PCM) in Q3 2025, closing a stake of 69,242 shares — an estimated $438K sold.

Financial Advocates Investment Management first reported a position in PCM in Q1 2022 and held it in 14 quarters. The position peaked at $1.66M in Q4 2024. 25 funds tracked by Wall St. Rank hold PCM as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining PCM Fund position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 69,242 PCM Fund shares in Q3 2025, an estimated $438K.
  • Financial Advocates Investment Management first reported a position in PCM Fund in Q1 2022 and held it in 14 quarters.
  • Financial Advocates Investment Management's PCM Fund position peaked at $1.66M in Q4 2024.
  • 25 funds tracked by Wall St. Rank held PCM Fund as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.