JWA
PDCO

JFS Wealth Advisors’s Patterson Companies, Inc. PDCO Stock Holding History

JFS Wealth Advisors’s Portfolio PDCO Stock Details PDCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3
Closed -$94 – 1983
2025
Q1 		$94 Hold
3
– – ﹤0.01% 1875
2024
Q4 		$93 Sell
3
-127
-98% -$2.95K ﹤0.01% 1889
2024
Q3 		$2.84K Sell
130
-62
-32% -$1.47K ﹤0.01% 1340
2024
Q2 		$4.63K Buy
192
+120
+167% +$3K ﹤0.01% 1096
2024
Q1 		$1.99K Hold
72
– – ﹤0.01% 1441
2023
Q4 		$2.05K Buy
72
+2
+3% +$59 ﹤0.01% 1421
2023
Q3 		$2.08K Hold
70
– – ﹤0.01% 1350
2023
Q2 		$2.33K Hold
70
– – ﹤0.01% 1326
2023
Q1 		$1.87K Buy
70
+17
+32% +$478 ﹤0.01% 1395
2022
Q4 		$1.49K Buy
53
+20
+61% +$552 ﹤0.01% 1482
2022
Q3 		$1K Sell
33
-38
-54% -$1.09K ﹤0.01% 1691
2022
Q2 		$2K Buy
71
+17
+31% +$533 ﹤0.01% 1422
2022
Q1 		$2K Buy
54
+31
+135% +$921 ﹤0.01% 1531
2021
Q4 		$1K Buy
+23
New +$720 ﹤0.01% 1637

Other funds holding PDCO

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
RP
Rowlandmiller & Partners Atlanta, Georgia $549M AUM 36.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

JFS Wealth Advisors's PDCO Position: Q2 2025 in Review

JFS Wealth Advisors sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 3 shares — an estimated $94 sold.

JFS Wealth Advisors first reported a position in PDCO in Q4 2021 and held it in 14 quarters. The position peaked at $4.63K in Q2 2024. 7 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.

  • JFS Wealth Advisors reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 3 Patterson Companies, Inc. shares in Q2 2025, an estimated $94.
  • JFS Wealth Advisors first reported a position in Patterson Companies, Inc. in Q4 2021 and held it in 14 quarters.
  • JFS Wealth Advisors's Patterson Companies, Inc. position peaked at $4.63K in Q2 2024.
  • 7 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.

Based on JFS Wealth Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.