IWC
PCH

Integrated Wealth Concepts’s PotlatchDeltic PCH Stock Holding History

Integrated Wealth Concepts’s Portfolio PCH Stock Details PCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-8,117
Closed -$331K – 1932
2025
Q3 		$331K Sell
8,117
-1,598
-16% -$66.2K ﹤0.01% 1576
2025
Q2 		$373K Sell
9,715
-10,381
-52% -$408K ﹤0.01% 1438
2025
Q1 		$907K Sell
20,096
-4,288
-18% -$188K 0.01% 874
2024
Q4 		$957K Sell
24,384
-3,177
-12% -$135K 0.01% 831
2024
Q3 		$1.24M Sell
27,561
-810
-3% -$34.3K 0.02% 719
2024
Q2 		$1.12M Sell
28,371
-4,504
-14% -$191K 0.02% 706
2024
Q1 		$1.55M Buy
32,875
+75
+0.2% +$3.45K 0.02% 595
2023
Q4 		$1.61M Sell
32,800
-929
-3% -$42.5K 0.03% 559
2023
Q3 		$1.53M Sell
33,729
-298
-0.9% -$14.7K 0.03% 540
2023
Q2 		$1.8M Buy
34,027
+1
+0% +$48 0.03% 503
2023
Q1 		$1.68M Buy
+34,026
New +$1.6M 0.03% 467

Other funds holding PCH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Integrated Wealth Concepts's PCH Position: Q4 2025 in Review

Integrated Wealth Concepts sold out of PotlatchDeltic (PCH) in Q4 2025, closing a stake of 8,117 shares — an estimated $331K sold.

Integrated Wealth Concepts first reported a position in PCH in Q1 2023 and held it in 11 quarters. The position peaked at $1.8M in Q2 2023. 321 funds tracked by Wall St. Rank hold PCH as of Q4 2025.

  • Integrated Wealth Concepts reported no remaining PotlatchDeltic position as of Q4 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 8,117 PotlatchDeltic shares in Q4 2025, an estimated $331K.
  • Integrated Wealth Concepts first reported a position in PotlatchDeltic in Q1 2023 and held it in 11 quarters.
  • Integrated Wealth Concepts's PotlatchDeltic position peaked at $1.8M in Q2 2023.
  • 321 funds tracked by Wall St. Rank held PotlatchDeltic as of Q4 2025.

Based on Integrated Wealth Concepts's 13F filing for Q4 2025, filed 13 Feb 2026.