PS
PDCO

Principal Securities’s Patterson Companies, Inc. PDCO Stock Holding History

Principal Securities’s Portfolio PDCO Stock Details PDCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-228
Closed -$7.04K – 3918
2025
Q1 		$7.04K Hold
228
– – ﹤0.01% 2657
2024
Q4 		$7.04K Buy
228
+33
+17% +$767 ﹤0.01% 2654
2024
Q3 		$4.26K Buy
195
+32
+20% +$756 ﹤0.01% 2731
2024
Q2 		$3.93K Hold
163
– – ﹤0.01% 2716
2024
Q1 		$4.51K Sell
163
-96
-37% -$2.73K ﹤0.01% 2639
2023
Q4 		$7.37K Buy
+259
New +$7.62K ﹤0.01% 2391

Other funds holding PDCO

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
RP
Rowlandmiller & Partners Atlanta, Georgia $549M AUM 36.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Principal Securities's PDCO Position: Q2 2025 in Review

Principal Securities sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 228 shares — an estimated $7.04K sold.

Principal Securities first reported a position in PDCO in Q4 2023 and held it in 6 quarters. The position peaked at $7.37K in Q4 2023. 7 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.

  • Principal Securities reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
  • Principal Securities sold 228 Patterson Companies, Inc. shares in Q2 2025, an estimated $7.04K.
  • Principal Securities first reported a position in Patterson Companies, Inc. in Q4 2023 and held it in 6 quarters.
  • Principal Securities's Patterson Companies, Inc. position peaked at $7.37K in Q4 2023.
  • 7 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.

Based on Principal Securities's 13F filing for Q2 2025, filed 11 Aug 2025.