Highline Wealth Partners’s PCM Fund PCM Stock Holding History

Highline Wealth Partners’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 Q3	$2.49K	Hold	500	–	–	﹤0.01%	1192
2026 Q2	$2.79K	Hold	500	–	–	﹤0.01%	1099
2026 Q1	$2.86K	Hold	500	–	–	﹤0.01%	925
2025 Q4	$3.07K	Hold	500	–	–	﹤0.01%	727
2025 Q3	$3.36K	Buy	+500	New	+$3.21K	﹤0.01%	703

Other funds holding PCM

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FIA

FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return

WWM

Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return

Highline Wealth Partners's PCM Position: Q3 2026 in Review

Highline Wealth Partners held its PCM Fund (PCM) position steady in Q3 2026 at 500 shares worth $2.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1192.

Highline Wealth Partners first reported a position in PCM in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.36K in Q3 2025. 6 funds tracked by Wall St. Rank hold PCM as of Q3 2026.

Highline Wealth Partners held 500 shares of PCM Fund worth $2.49K as of Q3 2026.
Highline Wealth Partners left its PCM Fund share count unchanged in Q3 2026.
PCM Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #1192 holding.
Highline Wealth Partners first reported a position in PCM Fund in Q3 2025 and has held it in 5 quarters since.
Highline Wealth Partners's PCM Fund position peaked at $3.36K in Q3 2025.
6 funds tracked by Wall St. Rank held PCM Fund as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.