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PCM

NewEdge Advisors’s PCM Fund PCM Stock Holding History

NewEdge Advisors’s Portfolio PCM Stock Details PCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$449K Sell
78,595
-9,550
-11% -$56.9K ﹤0.01% 2084
2025
Q4 		$541K Sell
88,145
-2,100
-2% -$13.2K ﹤0.01% 1913
2025
Q3 		$606K Sell
90,245
-4,300
-5% -$27.6K ﹤0.01% 1703
2025
Q2 		$598K Sell
94,545
-2,900
-3% -$18.1K ﹤0.01% 1589
2025
Q1 		$629K Sell
97,445
-4,200
-4% -$27.9K ﹤0.01% 1451
2024
Q4 		$783K Sell
101,645
-6,500
-6% -$52.1K ﹤0.01% 1294
2024
Q3 		$864K Sell
108,145
-19,300
-15% -$149K 0.01% 1173
2024
Q2 		$946K Sell
127,445
-4,250
-3% -$35.6K 0.01% 1096
2024
Q1 		$1.09M Sell
131,695
-21,800
-14% -$178K 0.01% 966
2023
Q4 		$1.22M Buy
153,495
+9,850
+7% +$78.3K 0.01% 852
2023
Q3 		$1.28M Sell
143,645
-10,500
-7% -$99.2K 0.01% 755
2023
Q2 		$1.48M Buy
154,145
+11,900
+8% +$111K 0.02% 700
2023
Q1 		$1.35M Hold
142,245
– – 0.02% 672
2022
Q4 		$1.12M Sell
142,245
-1,000
-0.7% -$8.3K 0.03% 478
2022
Q3 		$1.14M Buy
143,245
+7,000
+5% +$67K 0.02% 599
2022
Q2 		$1.26M Sell
136,245
-3,600
-3% -$36.1K 0.02% 587
2022
Q1 		$1.42M Buy
139,845
+2,700
+2% +$28.7K 0.02% 530
2021
Q4 		$1.47M Buy
+137,145
New +$1.53M 0.02% 557

Other funds holding PCM

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
CIC
Concord Investment Counsel Irvine, California $297M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

NewEdge Advisors's PCM Position: Q1 2026 in Review

NewEdge Advisors reduced its PCM Fund (PCM) stake by 11% in Q1 2026, selling an estimated $56.9K and leaving 78,595 shares worth $449K. The position accounts for ﹤0.01% of the portfolio, ranked #2084.

NewEdge Advisors first reported a position in PCM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.48M in Q2 2023. 27 funds tracked by Wall St. Rank hold PCM as of Q1 2026.

  • NewEdge Advisors held 78,595 shares of PCM Fund worth $449K as of Q1 2026.
  • NewEdge Advisors sold 9,550 PCM Fund shares in Q1 2026, an estimated $56.9K.
  • PCM Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2084 holding.
  • NewEdge Advisors first reported a position in PCM Fund in Q4 2021 and has held it in 18 quarters since.
  • NewEdge Advisors's PCM Fund position peaked at $1.48M in Q2 2023.
  • 27 funds tracked by Wall St. Rank held PCM Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.