SCM
PCM

SOL Capital Management’s PCM Fund PCM Stock Holding History

SOL Capital Management’s Portfolio PCM Stock Details PCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-11,150
Closed -$72K – 305
2025
Q1 		$72K Sell
11,150
-3,000
-21% -$19.9K 0.01% 294
2024
Q4 		$109K Sell
14,150
-8,350
-37% -$66.9K 0.01% 303
2024
Q3 		$180K Sell
22,500
-3,500
-13% -$27K 0.02% 305
2024
Q2 		$193K Sell
26,000
-16,750
-39% -$140K 0.02% 293
2024
Q1 		$354K Sell
42,750
-90,000
-68% -$736K 0.04% 248
2023
Q4 		$1.06M Sell
132,750
-6,650
-5% -$52.9K 0.14% 148
2023
Q3 		$1.24M Sell
139,400
-1,500
-1% -$14.2K 0.19% 128
2023
Q2 		$1.36M Sell
140,900
-2,000
-1% -$18.6K 0.21% 126
2023
Q1 		$1.2M Sell
142,900
-500
-0.3% -$4.46K 0.2% 130
2022
Q4 		$1.13M Sell
143,400
-7,000
-5% -$58.1K 0.2% 130
2022
Q3 		$1.2M Hold
150,400
– – 0.25% 110
2022
Q2 		$1.39M Sell
150,400
-2,200
-1% -$22.1K 0.28% 104
2022
Q1 		$1.55M Sell
152,600
-1,000
-0.7% -$10.6K 0.28% 97
2021
Q4 		$1.65M Hold
153,600
– – 0.3% 90
2021
Q3 		$1.74M Sell
153,600
-4,350
-3% -$50.7K 0.35% 81
2021
Q2 		$1.88M Sell
157,950
-14,750
-9% -$173K 0.37% 77
2021
Q1 		$1.98M Sell
172,700
-1,937
-1% -$21.8K 0.42% 72
2020
Q4 		$1.87M Hold
174,637
– – 0.44% 70
2020
Q3 		$1.77M Buy
174,637
+2,500
+1% +$24.3K 0.49% 62
2020
Q2 		$1.62M Buy
172,137
+10,100
+6% +$90.4K 0.46% 64
2020
Q1 		$1.29M Sell
162,037
-627
-0.4% -$6.67K 0.43% 69
2019
Q4 		$1.86M Sell
162,664
-23
-0% -$262 0.47% 63
2019
Q3 		$1.81M Sell
162,687
-500
-0.3% -$5.59K 0.49% 58
2019
Q2 		$1.85M Sell
163,187
-9,750
-6% -$110K 0.5% 62
2019
Q1 		$1.93M Hold
172,937
– – 0.54% 54
2018
Q4 		$1.75M Sell
172,937
-6,000
-3% -$63.1K 0.56% 51
2018
Q3 		$2.02M Hold
178,937
– – 0.55% 52
2018
Q2 		$2.05M Hold
178,937
– – 0.58% 47
2018
Q1 		$2.03M Buy
+178,937
New +$1.99M 0.58% 47
2013
Q3 		– Sell
-200,937
Closed -$2.36M – 191
2013
Q2 		$2.36M Buy
+200,937
New +$2.56M 0.96% 14

Other funds holding PCM

LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

SOL Capital Management's PCM Position: Q2 2025 in Review

SOL Capital Management sold out of PCM Fund (PCM) in Q2 2025, closing a stake of 11,150 shares — an estimated $72K sold.

SOL Capital Management first reported a position in PCM in Q2 2013 and held it in 30 quarters. The position peaked at $2.36M in Q2 2013. 23 funds tracked by Wall St. Rank hold PCM as of Q2 2025.

  • SOL Capital Management reported no remaining PCM Fund position as of Q2 2025 after selling out during the quarter.
  • SOL Capital Management sold 11,150 PCM Fund shares in Q2 2025, an estimated $72K.
  • SOL Capital Management first reported a position in PCM Fund in Q2 2013 and held it in 30 quarters.
  • SOL Capital Management's PCM Fund position peaked at $2.36M in Q2 2013.
  • 23 funds tracked by Wall St. Rank held PCM Fund as of Q2 2025.

Based on SOL Capital Management's 13F filing for Q2 2025, filed 22 Jul 2025.