IC
PCM

IEQ Capital’s PCM Fund PCM Stock Holding History

IEQ Capital’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
Q2 		– Sell
-91,520
Closed -$591K – 1949
2025
Q1 		$591K Buy
+91,520
New +$608K ﹤0.01% 906
2021
Q1 		– Sell
-91,520
Closed -$982K – 493
2020
Q4 		$982K Buy
+91,520
New +$943K 0.04% 166

Other funds holding PCM

LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

IEQ Capital's PCM Position: Q2 2025 in Review

IEQ Capital sold out of PCM Fund (PCM) in Q2 2025, closing a stake of 91,520 shares — an estimated $591K sold.

IEQ Capital first reported a position in PCM in Q4 2020 and held it in 2 quarters. The position peaked at $982K in Q4 2020. 23 funds tracked by Wall St. Rank hold PCM as of Q2 2025.

  • IEQ Capital reported no remaining PCM Fund position as of Q2 2025 after selling out during the quarter.
  • IEQ Capital sold 91,520 PCM Fund shares in Q2 2025, an estimated $591K.
  • IEQ Capital first reported a position in PCM Fund in Q4 2020 and held it in 2 quarters.
  • IEQ Capital's PCM Fund position peaked at $982K in Q4 2020.
  • 23 funds tracked by Wall St. Rank held PCM Fund as of Q2 2025.

Based on IEQ Capital's 13F filing for Q2 2025, filed 14 Aug 2025.