Kathleen S. Wright Associates’s PDS Biotechnology PDSB Stock Holding History

Kathleen S. Wright Associates’s Portfolio PDSB Stock Details PDSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$7.07K	Hold	7,000	–	–	﹤0.01%	217
2025 Q2	$9.31K	Hold	7,000	–	–	﹤0.01%	220
2025 Q1	$8.33K	Hold	7,000	–	–	﹤0.01%	226
2024 Q4	$11.4K	Hold	7,000	–	–	﹤0.01%	215
2024 Q3	$26.7K	Hold	7,000	–	–	0.01%	195
2024 Q2	$20.5K	Hold	7,000	–	–	0.01%	171
2024 Q1	$27.7K	Buy	+7,000	New	+$36.1K	0.01%	154

Other funds holding PDSB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kathleen S. Wright Associates's PDSB Position: Q3 2025 in Review

Kathleen S. Wright Associates held its PDS Biotechnology (PDSB) position steady in Q3 2025 at 7,000 shares worth $7.07K. The position accounts for ﹤0.01% of the portfolio, ranked #217.

Kathleen S. Wright Associates first reported a position in PDSB in Q1 2024 and has held it in 7 quarters since. The position peaked at $27.7K in Q1 2024. 47 funds tracked by Wall St. Rank hold PDSB as of Q3 2025.

Kathleen S. Wright Associates held 7,000 shares of PDS Biotechnology worth $7.07K as of Q3 2025.
Kathleen S. Wright Associates left its PDS Biotechnology share count unchanged in Q3 2025.
PDS Biotechnology made up ﹤0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #217 holding.
Kathleen S. Wright Associates first reported a position in PDS Biotechnology in Q1 2024 and has held it in 7 quarters since.
Kathleen S. Wright Associates's PDS Biotechnology position peaked at $27.7K in Q1 2024.
47 funds tracked by Wall St. Rank held PDS Biotechnology as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.