Osaic Holdings’s Pearl Diver Credit Co PDCC Stock Holding History

Osaic Holdings’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 Q1	$34.2K	Buy	3,250 +1,650	+103%	+$20.6K	﹤0.01%	5491
2025 Q4	$22.3K	Hold	1,600	–	–	﹤0.01%	5813
2025 Q3	$26.7K	Buy	1,600 +400	+33%	+$6.83K	﹤0.01%	5728
2025 Q2	$21.6K	Buy	1,200 +350	+41%	+$6.27K	﹤0.01%	5641
2025 Q1	$16.1K	Buy	850 +650	+325%	+$13K	﹤0.01%	5508
2024 Q4	$4.06K	Buy	+200	New	+$4.08K	﹤0.01%	6303

Other funds holding PDCC

UOWF

University of Wisconsin Foundation Madison, Wisconsin $113M AUM 23.15% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

KWA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings's PDCC Position: Q1 2026 in Review

Osaic Holdings increased its Pearl Diver Credit Co (PDCC) stake by 103% in Q1 2026, buying an estimated $20.6K and bringing the position to 3,250 shares worth $34.2K. The position accounts for ﹤0.01% of the portfolio, ranked #5491.

Osaic Holdings first reported a position in PDCC in Q4 2024 and has held it in 6 quarters since. 10 funds tracked by Wall St. Rank hold PDCC as of Q1 2026.

Osaic Holdings held 3,250 shares of Pearl Diver Credit Co worth $34.2K as of Q1 2026.
Osaic Holdings bought 1,650 Pearl Diver Credit Co shares in Q1 2026, an estimated $20.6K.
Pearl Diver Credit Co made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #5491 holding.
Osaic Holdings first reported a position in Pearl Diver Credit Co in Q4 2024 and has held it in 6 quarters since.
10 funds tracked by Wall St. Rank held Pearl Diver Credit Co as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.