KAS
PCM

Kestra Advisory Services’s PCM Fund PCM Stock Holding History

Kestra Advisory Services’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
2026
Q1 		$205K Buy
35,822
+1,185
+3% +$7.06K ﹤0.01% 2932
2025
Q4 		$213K Buy
34,637
+13,667
+65% +$86K ﹤0.01% 2835
2025
Q3 		$141K Buy
+20,970
New +$134K ﹤0.01% 2786

Other funds holding PCM

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
CIC
Concord Investment Counsel Irvine, California $297M AUM
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

Kestra Advisory Services's PCM Position: Q1 2026 in Review

Kestra Advisory Services increased its PCM Fund (PCM) stake by 3.4% in Q1 2026, buying an estimated $7.06K and bringing the position to 35,822 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #2932.

Kestra Advisory Services first reported a position in PCM in Q3 2025 and has held it in 3 quarters since. The position peaked at $213K in Q4 2025. 27 funds tracked by Wall St. Rank hold PCM as of Q1 2026.

  • Kestra Advisory Services held 35,822 shares of PCM Fund worth $205K as of Q1 2026.
  • Kestra Advisory Services bought 1,185 PCM Fund shares in Q1 2026, an estimated $7.06K.
  • PCM Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2932 holding.
  • Kestra Advisory Services first reported a position in PCM Fund in Q3 2025 and has held it in 3 quarters since.
  • Kestra Advisory Services's PCM Fund position peaked at $213K in Q4 2025.
  • 27 funds tracked by Wall St. Rank held PCM Fund as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.