IPW
PCH

Invictus Private Wealth’s PotlatchDeltic PCH Stock Holding History

Invictus Private Wealth’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
Q3 		– Sell
-15,400
Closed -$591K – 87
2025
Q2 		$591K Sell
15,400
-3,600
-19% -$141K 0.04% 51
2025
Q1 		$857K Sell
19,000
-2,250
-11% -$98.8K 0.07% 42
2024
Q4 		$834K Sell
21,250
-8,200
-28% -$348K 0.06% 43
2024
Q3 		$1.33M Sell
29,450
-12,100
-29% -$512K 0.11% 34
2024
Q2 		$1.64M Sell
41,550
-19,800
-32% -$839K 0.14% 32
2024
Q1 		$2.88M Sell
61,350
-43,185
-41% -$1.99M 0.26% 26
2023
Q4 		$5.13M Sell
104,535
-765
-0.7% -$35K 0.5% 24
2023
Q3 		$4.78M Sell
105,300
-21,781
-17% -$1.08M 0.52% 25
2023
Q2 		$6.72M Buy
127,081
+963
+0.8% +$46.3K 0.72% 24
2023
Q1 		$6.24M Buy
126,118
+8,224
+7% +$386K 0.73% 24
2022
Q4 		$5.19M Buy
+117,894
New +$5.33M 0.67% 22

Other funds holding PCH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Invictus Private Wealth's PCH Position: Q3 2025 in Review

Invictus Private Wealth sold out of PotlatchDeltic (PCH) in Q3 2025, closing a stake of 15,400 shares — an estimated $591K sold.

Invictus Private Wealth first reported a position in PCH in Q4 2022 and held it in 11 quarters. The position peaked at $6.72M in Q2 2023. 335 funds tracked by Wall St. Rank hold PCH as of Q3 2025.

  • Invictus Private Wealth reported no remaining PotlatchDeltic position as of Q3 2025 after selling out during the quarter.
  • Invictus Private Wealth sold 15,400 PotlatchDeltic shares in Q3 2025, an estimated $591K.
  • Invictus Private Wealth first reported a position in PotlatchDeltic in Q4 2022 and held it in 11 quarters.
  • Invictus Private Wealth's PotlatchDeltic position peaked at $6.72M in Q2 2023.
  • 335 funds tracked by Wall St. Rank held PotlatchDeltic as of Q3 2025.

Based on Invictus Private Wealth's 13F filing for Q3 2025, filed 10 Nov 2025.