JSAM
PCM

J. Safra Asset Management’s PCM Fund PCM Stock Holding History

J. Safra Asset Management’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
Q4 		– Sell
-1,000
Closed -$6.71K – 658
2025
Q3 		$6.71K Buy
+1,000
New +$6.41K ﹤0.01% 287

Other funds holding PCM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
CIC
Concord Investment Counsel Irvine, California $297M AUM
SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

J. Safra Asset Management's PCM Position: Q4 2025 in Review

J. Safra Asset Management sold out of PCM Fund (PCM) in Q4 2025, closing a stake of 1,000 shares — an estimated $6.71K sold.

J. Safra Asset Management first reported a position in PCM in Q3 2025 and held it in 1 quarter. The position peaked at $6.71K in Q3 2025. 30 funds tracked by Wall St. Rank hold PCM as of Q4 2025.

  • J. Safra Asset Management reported no remaining PCM Fund position as of Q4 2025 after selling out during the quarter.
  • J. Safra Asset Management sold 1,000 PCM Fund shares in Q4 2025, an estimated $6.71K.
  • J. Safra Asset Management first reported a position in PCM Fund in Q3 2025 and held it in 1 quarter.
  • J. Safra Asset Management's PCM Fund position peaked at $6.71K in Q3 2025.
  • 30 funds tracked by Wall St. Rank held PCM Fund as of Q4 2025.

Based on J. Safra Asset Management's 13F filing for Q4 2025, filed 11 Feb 2026.