PWA
PCH

Provenance Wealth Advisors’s PotlatchDeltic PCH Stock Holding History

Provenance Wealth Advisors’s Portfolio PCH Stock Details PCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-400
Closed -$18K – 515
2025
Q1 		$18K Hold
400
– – ﹤0.01% 284
2024
Q4 		$15.7K Hold
400
– – ﹤0.01% 289
2024
Q3 		$18K Hold
400
– – ﹤0.01% 296
2024
Q2 		$15.8K Hold
400
– – ﹤0.01% 271
2024
Q1 		$18.8K Hold
400
– – ﹤0.01% 277
2023
Q4 		$19.6K Buy
+400
New +$18.3K ﹤0.01% 265

Other funds holding PCH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Provenance Wealth Advisors's PCH Position: Q2 2025 in Review

Provenance Wealth Advisors sold out of PotlatchDeltic (PCH) in Q2 2025, closing a stake of 400 shares — an estimated $18K sold.

Provenance Wealth Advisors first reported a position in PCH in Q4 2023 and held it in 6 quarters. The position peaked at $19.6K in Q4 2023. 323 funds tracked by Wall St. Rank hold PCH as of Q2 2025.

  • Provenance Wealth Advisors reported no remaining PotlatchDeltic position as of Q2 2025 after selling out during the quarter.
  • Provenance Wealth Advisors sold 400 PotlatchDeltic shares in Q2 2025, an estimated $18K.
  • Provenance Wealth Advisors first reported a position in PotlatchDeltic in Q4 2023 and held it in 6 quarters.
  • Provenance Wealth Advisors's PotlatchDeltic position peaked at $19.6K in Q4 2023.
  • 323 funds tracked by Wall St. Rank held PotlatchDeltic as of Q2 2025.

Based on Provenance Wealth Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.