KFS
PDCO

Keynote Financial Services’s Patterson Companies, Inc. PDCO Stock Holding History

Keynote Financial Services’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
Q1 		– Sell
-15,635
Closed -$482K – 162
2024
Q4 		$482K Sell
15,635
-3,505
-18% -$81.4K 0.37% 73
2024
Q3 		$418K Buy
+19,140
New +$452K 0.32% 89

Other funds holding PDCO

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
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Keynote Financial Services's PDCO Position: Q1 2025 in Review

Keynote Financial Services sold out of Patterson Companies, Inc. (PDCO) in Q1 2025, closing a stake of 15,635 shares — an estimated $482K sold.

Keynote Financial Services first reported a position in PDCO in Q3 2024 and held it in 2 quarters. The position peaked at $482K in Q4 2024. 298 funds tracked by Wall St. Rank hold PDCO as of Q1 2025.

  • Keynote Financial Services reported no remaining Patterson Companies, Inc. position as of Q1 2025 after selling out during the quarter.
  • Keynote Financial Services sold 15,635 Patterson Companies, Inc. shares in Q1 2025, an estimated $482K.
  • Keynote Financial Services first reported a position in Patterson Companies, Inc. in Q3 2024 and held it in 2 quarters.
  • Keynote Financial Services's Patterson Companies, Inc. position peaked at $482K in Q4 2024.
  • 298 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q1 2025.

Based on Keynote Financial Services's 13F filing for Q1 2025, filed 9 May 2025.