Permanent Capital Management
OEF icon

Permanent Capital Management’s iShares S&P 100 ETF OEF Stock Holding History

Permanent Capital Management’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-3,149
Closed -$1.15M – 149
2026
Q2 		$1.15M Buy
+3,149
New +$1.13M 0.15% 47
2025
Q1 		$277K Buy
+1,022
New +$293K 0.08% 56

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JP Morgan Chase
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Morgan Stanley
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LPL Financial
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UBS Group
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IEQ Capital
IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return
PNC Financial Services Group
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Focus Partners Wealth
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MAI Capital Management
MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

Permanent Capital Management's OEF Position: Q3 2026 in Review

Permanent Capital Management sold out of iShares S&P 100 ETF (OEF) in Q3 2026, closing a stake of 3,149 shares — an estimated $1.15M sold.

Permanent Capital Management first reported a position in OEF in Q1 2025 and held it in 2 quarters. The position peaked at $1.15M in Q2 2026. 920 funds tracked by Wall St. Rank hold OEF as of Q3 2026.

  • Permanent Capital Management reported no remaining iShares S&P 100 ETF position as of Q3 2026 after selling out during the quarter.
  • Permanent Capital Management sold 3,149 iShares S&P 100 ETF shares in Q3 2026, an estimated $1.15M.
  • Permanent Capital Management first reported a position in iShares S&P 100 ETF in Q1 2025 and held it in 2 quarters.
  • Permanent Capital Management's iShares S&P 100 ETF position peaked at $1.15M in Q2 2026.
  • 920 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q3 2026.

Based on Permanent Capital Management's 13F filing for Q3 2026, filed 12 Nov 2026.