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 Q3	$6.14K	Hold	710	–	–	﹤0.01%	715
2026 Q2	$7.08K	Buy	710 +200	+39%	+$2.08K	﹤0.01%	698
2026 Q1	$5.36K	Sell	510 -490	-49%	-$6.12K	﹤0.01%	727
2025 Q4	$13.9K	Buy	1,000 +600	+150%	+$9.44K	﹤0.01%	559
2025 Q3	$6.6K	Buy	+400	New	+$6.83K	﹤0.01%	633

Other funds holding PDCC

Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

N.E.W. Advisory Services's PDCC Position: Q3 2026 in Review

N.E.W. Advisory Services held its Pearl Diver Credit Co (PDCC) position steady in Q3 2026 at 710 shares worth $6.14K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

N.E.W. Advisory Services first reported a position in PDCC in Q3 2025 and has held it in 5 quarters since. The position peaked at $13.9K in Q4 2025. 3 funds tracked by Wall St. Rank hold PDCC as of Q3 2026.

N.E.W. Advisory Services held 710 shares of Pearl Diver Credit Co worth $6.14K as of Q3 2026.
N.E.W. Advisory Services left its Pearl Diver Credit Co share count unchanged in Q3 2026.
Pearl Diver Credit Co made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q3 2026, its #715 holding.
N.E.W. Advisory Services first reported a position in Pearl Diver Credit Co in Q3 2025 and has held it in 5 quarters since.
N.E.W. Advisory Services's Pearl Diver Credit Co position peaked at $13.9K in Q4 2025.
3 funds tracked by Wall St. Rank held Pearl Diver Credit Co as of Q3 2026.

Based on N.E.W. Advisory Services's 13F filing for Q3 2026, filed 9 Nov 2026.