PCWA
SOS

Pacific Capital Wealth Advisors’s SOS Limited SOS Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio SOS Stock Details SOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1
Closed -$7 – 328
2024
Q4 		$7 Sell
1
-2
-67% -$21 ﹤0.01% 397
2024
Q3 		$38 Hold
3
– – ﹤0.01% 482
2024
Q2 		$40 Hold
3
– – ﹤0.01% 522
2024
Q1 		$81 Hold
3
– – ﹤0.01% 511
2023
Q4 		$221 Buy
+3
New +$180 ﹤0.01% 326
2020
Q4 		– Sell
-3
Closed -$5K – 173
2020
Q3 		$5K Buy
+3
New +$4.9K ﹤0.01% 189

Other funds holding SOS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
SIM
Studio Investment Management Chicago, Illinois $555M AUM 15.74% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Pacific Capital Wealth Advisors's SOS Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of SOS Limited (SOS) in Q1 2025, closing a stake of 1 share — an estimated $7 sold.

Pacific Capital Wealth Advisors first reported a position in SOS in Q3 2020 and held it in 6 quarters. The position peaked at $5K in Q3 2020. 12 funds tracked by Wall St. Rank hold SOS as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining SOS Limited position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 1 SOS Limited share in Q1 2025, an estimated $7.
  • Pacific Capital Wealth Advisors first reported a position in SOS Limited in Q3 2020 and held it in 6 quarters.
  • Pacific Capital Wealth Advisors's SOS Limited position peaked at $5K in Q3 2020.
  • 12 funds tracked by Wall St. Rank held SOS Limited as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.