SIS
PDFS icon

Sound Income Strategies’s PDF Solutions PDFS Stock Holding History

Sound Income Strategies’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 		– Sell
-182
Closed -$6.08K – 1831
2026
Q1 		$6.08K Buy
182
+47
+35% +$1.54K ﹤0.01% 1742
2025
Q4 		$4.83K Buy
+135
New +$3.74K ﹤0.01% 1824

Other funds holding PDFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Needham Investment Management
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
Snyder Capital Management
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
Jupiter Topco
Jupiter Topco New York $245B AUM

Sound Income Strategies's PDFS Position: Q2 2026 in Review

Sound Income Strategies sold out of PDF Solutions (PDFS) in Q2 2026, closing a stake of 182 shares — an estimated $6.08K sold.

Sound Income Strategies first reported a position in PDFS in Q4 2025 and held it in 2 quarters. The position peaked at $6.08K in Q1 2026. 283 funds tracked by Wall St. Rank hold PDFS as of Q2 2026.

  • Sound Income Strategies reported no remaining PDF Solutions position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 182 PDF Solutions shares in Q2 2026, an estimated $6.08K.
  • Sound Income Strategies first reported a position in PDF Solutions in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's PDF Solutions position peaked at $6.08K in Q1 2026.
  • 283 funds tracked by Wall St. Rank held PDF Solutions as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.