N.E.W. Advisory Services’s Pearl Diver Credit Co PDCC Stock Holding History

N.E.W. Advisory Services’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	$7.08K	Buy	710 +200	+39%	+$2.08K	﹤0.01%	698
2026 Q1	$5.36K	Sell	510 -490	-49%	-$6.13K	﹤0.01%	727
2025 Q4	$13.9K	Buy	1,000 +600	+150%	+$9.45K	﹤0.01%	559
2025 Q3	$6.6K	Buy	+400	New	+$6.83K	﹤0.01%	633

Other funds holding PDCC

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

N.E.W. Advisory Services's PDCC Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Pearl Diver Credit Co (PDCC) stake by 39% in Q2 2026, buying an estimated $2.08K and bringing the position to 710 shares worth $7.08K. The position accounts for ﹤0.01% of the portfolio, ranked #698.

N.E.W. Advisory Services first reported a position in PDCC in Q3 2025 and has held it in 4 quarters since. The position peaked at $13.9K in Q4 2025. 2 funds tracked by Wall St. Rank hold PDCC as of Q2 2026.

N.E.W. Advisory Services held 710 shares of Pearl Diver Credit Co worth $7.08K as of Q2 2026.
N.E.W. Advisory Services bought 200 Pearl Diver Credit Co shares in Q2 2026, an estimated $2.08K.
Pearl Diver Credit Co made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #698 holding.
N.E.W. Advisory Services first reported a position in Pearl Diver Credit Co in Q3 2025 and has held it in 4 quarters since.
N.E.W. Advisory Services's Pearl Diver Credit Co position peaked at $13.9K in Q4 2025.
2 funds tracked by Wall St. Rank held Pearl Diver Credit Co as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.