IFG
PCM

Independent Financial Group’s PCM Fund PCM Stock Holding History

Independent Financial Group’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
2022
Q1 		– Sell
-11,355
Closed -$122K – 837
2021
Q4 		$122K Sell
11,355
-776
-6% -$8.64K 0.01% 754
2021
Q3 		$138K Buy
+12,131
New +$141K 0.01% 688

Other funds holding PCM

SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Independent Financial Group's PCM Position: Q1 2022 in Review

Independent Financial Group sold out of PCM Fund (PCM) in Q1 2022, closing a stake of 11,355 shares — an estimated $122K sold.

Independent Financial Group first reported a position in PCM in Q3 2021 and held it in 2 quarters. The position peaked at $138K in Q3 2021. 24 funds tracked by Wall St. Rank hold PCM as of Q1 2022.

  • Independent Financial Group reported no remaining PCM Fund position as of Q1 2022 after selling out during the quarter.
  • Independent Financial Group sold 11,355 PCM Fund shares in Q1 2022, an estimated $122K.
  • Independent Financial Group first reported a position in PCM Fund in Q3 2021 and held it in 2 quarters.
  • Independent Financial Group's PCM Fund position peaked at $138K in Q3 2021.
  • 24 funds tracked by Wall St. Rank held PCM Fund as of Q1 2022.

Based on Independent Financial Group's 13F filing for Q1 2022, filed 12 Jun 2026.