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NewEdge Advisors’s PCB Bancorp PCB Stock Holding History

NewEdge Advisors’s Portfolio PCB Stock Details PCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.8K Sell
698
-11,544
-94% -$287K ﹤0.01% 3364
2026
Q1 		$275K Buy
+12,242
New +$274K ﹤0.01% 2401

Other funds holding PCB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $331M AUM 34.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MCM
Maltese Capital Management New York $549M AUM 32.66% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

NewEdge Advisors's PCB Position: Q2 2026 in Review

NewEdge Advisors reduced its PCB Bancorp (PCB) stake by 94% in Q2 2026, selling an estimated $287K and leaving 698 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3364.

NewEdge Advisors first reported a position in PCB in Q1 2026 and has held it in 2 quarters since. The position peaked at $275K in Q1 2026. 109 funds tracked by Wall St. Rank hold PCB as of Q2 2026.

  • NewEdge Advisors held 698 shares of PCB Bancorp worth $19.8K as of Q2 2026.
  • NewEdge Advisors sold 11,544 PCB Bancorp shares in Q2 2026, an estimated $287K.
  • PCB Bancorp made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3364 holding.
  • NewEdge Advisors first reported a position in PCB Bancorp in Q1 2026 and has held it in 2 quarters since.
  • NewEdge Advisors's PCB Bancorp position peaked at $275K in Q1 2026.
  • 109 funds tracked by Wall St. Rank held PCB Bancorp as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.