Holcombe Financial’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Holcombe Financial’s Portfolio PFIX Stock Details PFIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.72M	Sell	90,941 -8,297	-8%	-$424K	3.16%	10
2026 Q2	$4.3M	Sell	99,238 -313	-0.3%	-$14.5K	2.43%	12
2026 Q1	$4.6M	Buy	99,551 +6,406	+7%	+$293K	2.7%	12
2025 Q4	$4.46M	Buy	93,145 +7,361	+9%	+$350K	2.8%	11
2025 Q3	$4.13M	Buy	85,784 +1,820	+2%	+$98K	2.88%	10
2025 Q2	$4.44M	Buy	83,964 +47,907	+133%	+$2.68M	3.34%	9
2025 Q1	$1.75M	Sell	36,057 -459	-1%	-$23.4K	1.45%	13
2024 Q4	$1.91M	Buy	+36,516	New	+$1.74M	1.57%	12

Other funds holding PFIX

Drum Hill Capital Westport, Connecticut $121M AUM 37.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Global View Capital Management Waukesha, Wisconsin $449M AUM 34.17% 1-Year Est. Return

FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Holcombe Financial's PFIX Position: Q3 2026 in Review

Holcombe Financial reduced its Simplify Interest Rate Hedge ETF (PFIX) stake by 8.4% in Q3 2026, selling an estimated $424K and leaving 90,941 shares worth $5.72M. The position accounts for 3.16% of the portfolio, ranked #10.

Holcombe Financial first reported a position in PFIX in Q4 2024 and has held it in 8 quarters since. 29 funds tracked by Wall St. Rank hold PFIX as of Q3 2026.

Holcombe Financial held 90,941 shares of Simplify Interest Rate Hedge ETF worth $5.72M as of Q3 2026.
Holcombe Financial sold 8,297 Simplify Interest Rate Hedge ETF shares in Q3 2026, an estimated $424K.
Simplify Interest Rate Hedge ETF made up 3.16% of Holcombe Financial's portfolio in Q3 2026, its #10 holding.
Holcombe Financial first reported a position in Simplify Interest Rate Hedge ETF in Q4 2024 and has held it in 8 quarters since.
29 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q3 2026.

Based on Holcombe Financial's 13F filing for Q3 2026, filed 16 Oct 2026.