Summit Trail Advisors’s PotlatchDeltic PCH Stock Holding History

Summit Trail Advisors’s Portfolio PCH Stock Details PCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-30,348	Closed	-$1.21M	–	1482
2025 Q4	$1.21M	Sell	30,348 -1,941	-6%	-$78.6K	0.02%	709
2025 Q3	$1.32M	Buy	32,289 +36	+0.1%	+$1.49K	0.02%	676
2025 Q2	$1.24M	Buy	+32,253	New	+$1.27M	0.02%	397
2024 Q4	–	Sell	-28,096	Closed	-$1.27M	–	656
2024 Q3	$1.27M	Sell	28,096 -70	-0.2%	-$2.96K	0.03%	226
2024 Q2	$1.11M	Buy	28,166 +104	+0.4%	+$4.41K	0.03%	231
2024 Q1	$1.32M	Buy	28,062 +6,994	+33%	+$322K	0.04%	175
2023 Q4	$1.03M	Buy	+21,068	New	+$965K	0.03%	169

Other funds holding PCH

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Summit Trail Advisors's PCH Position: Q1 2026 in Review

Summit Trail Advisors sold out of PotlatchDeltic (PCH) in Q1 2026, closing a stake of 30,348 shares — an estimated $1.21M sold.

Summit Trail Advisors first reported a position in PCH in Q4 2023 and held it in 7 quarters. The position peaked at $1.32M in Q1 2024. 2 funds tracked by Wall St. Rank hold PCH as of Q1 2026.

Summit Trail Advisors reported no remaining PotlatchDeltic position as of Q1 2026 after selling out during the quarter.
Summit Trail Advisors sold 30,348 PotlatchDeltic shares in Q1 2026, an estimated $1.21M.
Summit Trail Advisors first reported a position in PotlatchDeltic in Q4 2023 and held it in 7 quarters.
Summit Trail Advisors's PotlatchDeltic position peaked at $1.32M in Q1 2024.
2 funds tracked by Wall St. Rank held PotlatchDeltic as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.