Significant Wealth Partners’s PDF Solutions PDFS Stock Holding History

Significant Wealth Partners’s Portfolio PDFS Stock Details PDFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$634K	Buy	8,949 +15	+0.2%	+$744	0.69%	44
2026 Q1	$292K	Sell	8,934 -43	-0.5%	-$1.41K	0.36%	72
2025 Q4	$256K	Sell	8,977 -10,522	-54%	-$291K	0.29%	47
2025 Q3	$503K	Buy	19,499 +836	+4%	+$18.3K	0.25%	43
2025 Q2	$399K	Buy	18,663 +6,067	+48%	+$115K	0.2%	47
2025 Q1	$241K	Buy	12,596 +2,590	+26%	+$63.6K	0.12%	64
2024 Q4	$271K	Buy	+10,006	New	+$302K	0.14%	56

Other funds holding PDFS

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return