PFG
PCF

Piershale Financial Group’s High Income Securities Fund PCF Stock Holding History

Piershale Financial Group’s Portfolio PCF Stock Details PCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$6.79K Buy
1,047
+29
+3% +$183 ﹤0.01% 141
2023
Q1 		$6.61K Buy
1,018
+18
+2% +$121 0.01% 143
2022
Q4 		$6.5K Buy
+1,000
New +$6.67K 0.01% 148

Other funds holding PCF

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.95% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Piershale Financial Group's PCF Position: Q2 2023 in Review

Piershale Financial Group increased its High Income Securities Fund (PCF) stake by 2.8% in Q2 2023, buying an estimated $183 and bringing the position to 1,047 shares worth $6.79K. The position accounts for ﹤0.01% of the portfolio, ranked #141.

Piershale Financial Group first reported a position in PCF in Q4 2022 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold PCF as of Q2 2023.

  • Piershale Financial Group held 1,047 shares of High Income Securities Fund worth $6.79K as of Q2 2023.
  • Piershale Financial Group bought 29 High Income Securities Fund shares in Q2 2023, an estimated $183.
  • High Income Securities Fund made up ﹤0.01% of Piershale Financial Group's portfolio in Q2 2023, its #141 holding.
  • Piershale Financial Group first reported a position in High Income Securities Fund in Q4 2022 and has held it in 3 quarters since.
  • 38 funds tracked by Wall St. Rank held High Income Securities Fund as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.