Physician Wealth Advisors’s PCM Fund PCM Stock Holding History

Physician Wealth 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	$156K	Hold	27,330	–	–	0.02%	224
2025 Q4	$168K	Hold	27,330	–	–	0.02%	221
2025 Q3	$183K	Sell	27,330 -5,000	-15%	-$32.1K	0.03%	206
2025 Q2	$205K	Hold	32,330	–	–	0.03%	182
2025 Q1	$209K	Hold	32,330	–	–	0.04%	175
2024 Q4	$249K	Hold	32,330	–	–	0.04%	155
2024 Q3	$261K	Hold	32,330	–	–	0.05%	153
2024 Q2	$243K	Hold	32,330	–	–	0.04%	151
2024 Q1	$272K	Hold	32,330	–	–	0.06%	130
2023 Q4	$255K	Hold	32,330	–	–	0.06%	134
2023 Q3	$279K	Hold	32,330	–	–	0.07%	111
2023 Q2	$322K	Hold	32,330	–	–	0.08%	102
2023 Q1	$302K	Hold	32,330	–	–	0.08%	104
2022 Q4	$284K	Hold	32,330	–	–	0.08%	118
2022 Q3	$265K	Hold	32,330	–	–	0.08%	119
2022 Q2	$319K	Sell	32,330 -2,170	-6%	-$21.8K	0.09%	108
2022 Q1	$365K	Hold	34,500	–	–	0.1%	106
2021 Q4	$372K	Hold	34,500	–	–	0.1%	106
2021 Q3	$387K	Hold	34,500	–	–	0.11%	98
2021 Q2	$399K	Hold	34,500	–	–	0.11%	93
2021 Q1	$403K	Hold	34,500	–	–	0.13%	89
2020 Q4	$387K	Hold	34,500	–	–	0.13%	88
2020 Q3	$339K	Hold	34,500	–	–	0.14%	88
2020 Q2	$338K	Buy	+34,500	New	+$309K	0.14%	94

Other funds holding PCM

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

ACM

Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return

CIC

Concord Investment Counsel Irvine, California $297M AUM

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Physician Wealth Advisors's PCM Position: Q1 2026 in Review

Physician Wealth Advisors held its PCM Fund (PCM) position steady in Q1 2026 at 27,330 shares worth $156K. The position accounts for 0.02% of the portfolio, ranked #224.

Physician Wealth Advisors first reported a position in PCM in Q2 2020 and has held it in 24 quarters since. The position peaked at $403K in Q1 2021. 27 funds tracked by Wall St. Rank hold PCM as of Q1 2026.

Physician Wealth Advisors held 27,330 shares of PCM Fund worth $156K as of Q1 2026.
Physician Wealth Advisors left its PCM Fund share count unchanged in Q1 2026.
PCM Fund made up 0.02% of Physician Wealth Advisors's portfolio in Q1 2026, its #224 holding.
Physician Wealth Advisors first reported a position in PCM Fund in Q2 2020 and has held it in 24 quarters since.
Physician Wealth Advisors's PCM Fund position peaked at $403K in Q1 2021.
27 funds tracked by Wall St. Rank held PCM Fund as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.