Global Retirement Partners’s PotlatchDeltic PCH Stock Holding History

Global Retirement Partners’s Portfolio PCH Stock Details PCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$3.9K	Buy	98 +38	+63%	+$1.54K	﹤0.01%	3515
2025 Q3	$2.44K	Hold	60	–	–	﹤0.01%	3247
2025 Q2	$2.3K	Buy	+60	New	+$2.36K	﹤0.01%	3196
2024 Q4	$2.2K	Sell	56 -1,969	-97%	-$83.5K	﹤0.01%	3046
2024 Q3	$91.2K	Buy	2,025 +1,898	+1,494%	+$80.4K	﹤0.01%	1279
2024 Q2	$5K	Buy	127 +34	+37%	+$1.44K	﹤0.01%	2611
2024 Q1	$4.37K	Hold	93	–	–	﹤0.01%	2450
2023 Q4	$4.41K	Sell	93 -3	-3%	-$137	﹤0.01%	2370
2023 Q3	$4.37K	Buy	96 +11	+13%	+$543	﹤0.01%	2238
2023 Q2	$4.49K	Hold	85	–	–	﹤0.01%	2246
2023 Q1	$3.84K	Buy	85 +18	+27%	+$845	﹤0.01%	2261
2022 Q4	$2.95K	Buy	67 +25	+60%	+$1.13K	﹤0.01%	2209
2022 Q3	$2K	Buy	+42	New	+$1.93K	﹤0.01%	2284
2022 Q2	–	Sell	-5	Closed	–	–	2834
2022 Q1	$0	Buy	+5	New	+$273	﹤0.01%	2735
2020 Q1	–	Sell	-497	Closed	-$22K	–	1664
2019 Q4	$22K	Buy	497 +68	+16%	+$2.9K	﹤0.01%	912
2019 Q3	$18K	Hold	429	–	–	﹤0.01%	937
2019 Q2	$17K	Hold	429	–	–	﹤0.01%	971
2019 Q1	$16K	Buy	+429	New	+$15.3K	﹤0.01%	903

Other funds holding PCH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Global Retirement Partners's PCH Position: Q4 2025 in Review

Global Retirement Partners increased its PotlatchDeltic (PCH) stake by 63% in Q4 2025, buying an estimated $1.54K and bringing the position to 98 shares worth $3.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3515.

Global Retirement Partners first reported a position in PCH in Q1 2019 and has held it in 18 quarters since. The position peaked at $91.2K in Q3 2024. 321 funds tracked by Wall St. Rank hold PCH as of Q4 2025.

Global Retirement Partners held 98 shares of PotlatchDeltic worth $3.9K as of Q4 2025.
Global Retirement Partners bought 38 PotlatchDeltic shares in Q4 2025, an estimated $1.54K.
PotlatchDeltic made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3515 holding.
Global Retirement Partners first reported a position in PotlatchDeltic in Q1 2019 and has held it in 18 quarters since.
Global Retirement Partners's PotlatchDeltic position peaked at $91.2K in Q3 2024.
321 funds tracked by Wall St. Rank held PotlatchDeltic as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.