SA
PCM

Sovran Advisors’s PCM Fund PCM Stock Holding History

Sovran Advisors’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
2026
Q2 		$390K Sell
69,868
-988
-1% -$5.63K 0.03% 425
2026
Q1 		$407K Sell
70,856
-882
-1% -$5.26K 0.03% 398
2025
Q4 		$440K Sell
71,738
-16,871
-19% -$106K 0.04% 376
2025
Q3 		$553K Buy
88,609
+3,354
+4% +$21.5K 0.05% 319
2025
Q2 		$544K Buy
85,255
+543
+0.6% +$3.39K 0.06% 305
2025
Q1 		$514K Buy
84,712
+27,128
+47% +$180K 0.07% 278
2024
Q4 		$377K Buy
+57,584
New +$461K 0.05% 305

Other funds holding PCM

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

Sovran Advisors's PCM Position: Q2 2026 in Review

Sovran Advisors reduced its PCM Fund (PCM) stake by 1.4% in Q2 2026, selling an estimated $5.63K and leaving 69,868 shares worth $390K. The position accounts for 0.03% of the portfolio, ranked #425.

Sovran Advisors first reported a position in PCM in Q4 2024 and has held it in 7 quarters since. The position peaked at $553K in Q3 2025. 12 funds tracked by Wall St. Rank hold PCM as of Q2 2026.

  • Sovran Advisors held 69,868 shares of PCM Fund worth $390K as of Q2 2026.
  • Sovran Advisors sold 988 PCM Fund shares in Q2 2026, an estimated $5.63K.
  • PCM Fund made up 0.03% of Sovran Advisors's portfolio in Q2 2026, its #425 holding.
  • Sovran Advisors first reported a position in PCM Fund in Q4 2024 and has held it in 7 quarters since.
  • Sovran Advisors's PCM Fund position peaked at $553K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held PCM Fund as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.