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TRB Wealth Management’s PDF Solutions PDFS Stock Holding History

TRB Wealth Management’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 		$259K Buy
+3,664
New +$182K 0.03% 234

Other funds holding PDFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NIM
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 $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

TRB Wealth Management's PDFS Position: Q2 2026 in Review

TRB Wealth Management opened a new position in PDF Solutions (PDFS) in Q2 2026: 3,664 shares worth $259K. The stake represents 0.03% of the portfolio and ranks #234 among its holdings.

281 funds tracked by Wall St. Rank hold PDFS as of Q2 2026.

  • TRB Wealth Management held 3,664 shares of PDF Solutions worth $259K as of Q2 2026.
  • PDF Solutions was a new TRB Wealth Management position in Q2 2026.
  • PDF Solutions made up 0.03% of TRB Wealth Management's portfolio in Q2 2026, its #234 holding.
  • 281 funds tracked by Wall St. Rank held PDF Solutions as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.