Truist Financial
PDCO

Truist Financial’s Patterson Companies, Inc. PDCO Stock Holding History

Truist Financial’s Portfolio PDCO Stock Details PDCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-16,219
Closed -$507K – 2712
2025
Q1 		$507K Buy
+16,219
New +$503K ﹤0.01% 1866
2023
Q3 		– Sell
-10,782
Closed -$359K – 2693
2023
Q2 		$359K Sell
10,782
-1,302
-11% -$35.9K ﹤0.01% 2149
2023
Q1 		$323K Sell
12,084
-1,031
-8% -$29K ﹤0.01% 2227
2022
Q4 		$368K Sell
13,115
-941
-7% -$26K ﹤0.01% 2159
2022
Q3 		$338K Buy
14,056
+7,335
+109% +$210K ﹤0.01% 2030
2022
Q2 		$204K Sell
6,721
-20
-0.3% -$627 ﹤0.01% 2441
2022
Q1 		$218K Buy
+6,741
New +$200K ﹤0.01% 2497
2021
Q4 		– Sell
-7,057
Closed -$213K – 2871
2021
Q3 		$213K Buy
+7,057
New +$214K ﹤0.01% 2530
2016
Q3 		– Sell
-4,636
Closed -$222K – 871
2016
Q2 		$222K Sell
4,636
-279
-6% -$12.9K ﹤0.01% 776
2016
Q1 		$229K Buy
4,915
+336
+7% +$14.6K 0.01% 709
2015
Q4 		$207K Sell
4,579
-669
-13% -$30.8K 0.01% 722
2015
Q3 		$227K Sell
5,248
-706
-12% -$33.7K 0.01% 723
2015
Q2 		$290K Sell
5,954
-418
-7% -$19.9K 0.01% 661
2015
Q1 		$311K Buy
6,372
+103
+2% +$5.13K 0.01% 651
2014
Q4 		$302K Buy
6,269
+456
+8% +$20.5K 0.01% 630
2014
Q3 		$241K Sell
5,813
-846
-13% -$33.8K 0.01% 685
2014
Q2 		$263K Buy
6,659
+1,692
+34% +$68.4K 0.01% 676
2014
Q1 		$207K Buy
+4,967
New +$203K 0.01% 743

Other funds holding PDCO

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
RP
Rowlandmiller & Partners Atlanta, Georgia $493M AUM 17.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Truist Financial's PDCO Position: Q2 2025 in Review

Truist Financial sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 16,219 shares — an estimated $507K sold.

Truist Financial first reported a position in PDCO in Q1 2014 and held it in 18 quarters. The position peaked at $507K in Q1 2025. 7 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.

  • Truist Financial reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
  • Truist Financial sold 16,219 Patterson Companies, Inc. shares in Q2 2025, an estimated $507K.
  • Truist Financial first reported a position in Patterson Companies, Inc. in Q1 2014 and held it in 18 quarters.
  • Truist Financial's Patterson Companies, Inc. position peaked at $507K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.

Based on Truist Financial's 13F filing for Q2 2025, filed 18 Jul 2025.