PF
PDS

PlanVest Financial’s Precision Drilling PDS Stock Holding History

PlanVest Financial’s Portfolio PDS Stock Details PDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$77 Hold
1
– – ﹤0.01% 585
2026
Q1 		$98 Buy
+1
New +$86 ﹤0.01% 555

Other funds holding PDS

National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $633M AUM 87.77% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

PlanVest Financial's PDS Position: Q2 2026 in Review

PlanVest Financial held its Precision Drilling (PDS) position steady in Q2 2026 at 1 share worth $77. The position accounts for ﹤0.01% of the portfolio, ranked #585.

PlanVest Financial first reported a position in PDS in Q1 2026 and has held it in 2 quarters since. The position peaked at $98 in Q1 2026. 125 funds tracked by Wall St. Rank hold PDS as of Q2 2026.

  • PlanVest Financial held 1 share of Precision Drilling worth $77 as of Q2 2026.
  • PlanVest Financial left its Precision Drilling share count unchanged in Q2 2026.
  • Precision Drilling made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #585 holding.
  • PlanVest Financial first reported a position in Precision Drilling in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's Precision Drilling position peaked at $98 in Q1 2026.
  • 125 funds tracked by Wall St. Rank held Precision Drilling as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.