Kingswood Wealth Advisors’s Pearl Diver Credit Co PDCC Stock Holding History

Kingswood Wealth Advisors’s Portfolio PDCC Stock Details PDCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$839K	Sell	84,215 -750	-0.9%	-$7.8K	0.03%	453
2026 Q1	$893K	Sell	84,965 -4,519	-5%	-$56.5K	0.04%	403
2025 Q4	$1.25M	Buy	89,484 +799	+0.9%	+$12.6K	0.06%	310
2025 Q3	$1.46M	Buy	88,685 +10,000	+13%	+$171K	0.09%	234
2025 Q2	$1.41M	Hold	78,685	–	–	0.11%	194
2025 Q1	$1.49M	Hold	78,685	–	–	0.14%	177
2024 Q4	$1.6M	Sell	78,685 -2,235	-3%	-$45.6K	0.12%	178
2024 Q3	$1.62M	Buy	+80,920	New	+$1.6M	0.12%	206

Other funds holding PDCC

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return

Kingswood Wealth Advisors's PDCC Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Pearl Diver Credit Co (PDCC) stake by 0.88% in Q2 2026, selling an estimated $7.8K and leaving 84,215 shares worth $839K. The position accounts for 0.03% of the portfolio, ranked #453.

Kingswood Wealth Advisors first reported a position in PDCC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.62M in Q3 2024. 2 funds tracked by Wall St. Rank hold PDCC as of Q2 2026.

Kingswood Wealth Advisors held 84,215 shares of Pearl Diver Credit Co worth $839K as of Q2 2026.
Kingswood Wealth Advisors sold 750 Pearl Diver Credit Co shares in Q2 2026, an estimated $7.8K.
Pearl Diver Credit Co made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #453 holding.
Kingswood Wealth Advisors first reported a position in Pearl Diver Credit Co in Q3 2024 and has held it in 8 quarters since.
Kingswood Wealth Advisors's Pearl Diver Credit Co position peaked at $1.62M in Q3 2024.
2 funds tracked by Wall St. Rank held Pearl Diver Credit Co as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.