MYIA
PCH

Mount Yale Investment Advisors’s PotlatchDeltic PCH Stock Holding History

Mount Yale Investment Advisors’s Portfolio PCH Stock Details PCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-177
Closed -$6.79K – 1332
2025
Q2 		$6.79K Buy
+177
New +$6.95K ﹤0.01% 1187

Other funds holding PCH

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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Mount Yale Investment Advisors's PCH Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of PotlatchDeltic (PCH) in Q3 2025, closing a stake of 177 shares — an estimated $6.79K sold.

Mount Yale Investment Advisors first reported a position in PCH in Q2 2025 and held it in 1 quarter. The position peaked at $6.79K in Q2 2025. 335 funds tracked by Wall St. Rank hold PCH as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining PotlatchDeltic position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 177 PotlatchDeltic shares in Q3 2025, an estimated $6.79K.
  • Mount Yale Investment Advisors first reported a position in PotlatchDeltic in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's PotlatchDeltic position peaked at $6.79K in Q2 2025.
  • 335 funds tracked by Wall St. Rank held PotlatchDeltic as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.