Net Worth Advisory Group’s PDF Solutions PDFS Stock Holding History

Net Worth Advisory Group’s Portfolio PDFS Stock Details PDFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$365K	Buy	+5,161	New	+$256K	0.09%	226

Other funds holding PDFS

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return