Rise Advisors’s PDS Biotechnology PDSB Stock Holding History

Rise Advisors’s Portfolio PDSB Stock Details PDSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-840	Closed	-$1.12K	–	1587
2025 Q2	$1.12K	Buy	840 +515	+158%	+$699	﹤0.01%	1271
2025 Q1	$387	Buy	+325	New	+$462	﹤0.01%	1409

Other funds holding PDSB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Rise Advisors's PDSB Position: Q3 2025 in Review

Rise Advisors sold out of PDS Biotechnology (PDSB) in Q3 2025, closing a stake of 840 shares — an estimated $1.12K sold.

Rise Advisors first reported a position in PDSB in Q1 2025 and held it in 2 quarters. The position peaked at $1.12K in Q2 2025. 47 funds tracked by Wall St. Rank hold PDSB as of Q3 2025.

Rise Advisors reported no remaining PDS Biotechnology position as of Q3 2025 after selling out during the quarter.
Rise Advisors sold 840 PDS Biotechnology shares in Q3 2025, an estimated $1.12K.
Rise Advisors first reported a position in PDS Biotechnology in Q1 2025 and held it in 2 quarters.
Rise Advisors's PDS Biotechnology position peaked at $1.12K in Q2 2025.
47 funds tracked by Wall St. Rank held PDS Biotechnology as of Q3 2025.

Based on Rise Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.