IFP Advisors’s PDF Solutions PDFS Stock Holding History

IFP Advisors’s Portfolio PDFS Stock Details PDFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.66K	Buy	173 +171	+8,550%	+$5.59K	﹤0.01%	3445
2025 Q4	$57	Sell	2 -2	-50%	-$55	﹤0.01%	4681
2025 Q3	$103	Buy	+4	New	+$87	﹤0.01%	4542
2025 Q2	–	Sell	-9	Closed	-$170	–	4617
2025 Q1	$172	Hold	9	–	–	﹤0.01%	3708
2024 Q4	$244	Buy	+9	New	+$271	﹤0.01%	3641
2021 Q3	–	Hold	0	–	–	–	4290
2021 Q2	–	Hold	0	–	–	–	4038
2021 Q1	–	Hold	0	–	–	–	3950
2020 Q4	–	Hold	0	–	–	–	3774
2020 Q3	–	Hold	0	–	–	–	3649
2020 Q2	–	Hold	0	–	–	–	3482

Other funds holding PDFS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return