HWP
PCM

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
Q2 		$2.79K Hold
500
– – ﹤0.01% 1099
2026
Q1 		$2.85K Hold
500
– – ﹤0.01% 925
2025
Q4 		$3.07K Hold
500
– – ﹤0.01% 727
2025
Q3 		$3.35K Buy
+500
New +$3.21K ﹤0.01% 703

Other funds holding PCM

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
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

Highline Wealth Partners's PCM Position: Q2 2026 in Review

Highline Wealth Partners held its PCM Fund (PCM) position steady in Q2 2026 at 500 shares worth $2.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

Highline Wealth Partners first reported a position in PCM in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.35K in Q3 2025. 12 funds tracked by Wall St. Rank hold PCM as of Q2 2026.

  • Highline Wealth Partners held 500 shares of PCM Fund worth $2.79K as of Q2 2026.
  • Highline Wealth Partners left its PCM Fund share count unchanged in Q2 2026.
  • PCM Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #1099 holding.
  • Highline Wealth Partners first reported a position in PCM Fund in Q3 2025 and has held it in 4 quarters since.
  • Highline Wealth Partners's PCM Fund position peaked at $3.35K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held PCM Fund as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.