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Twin Peaks Wealth Advisors’s PDF Solutions PDFS Stock Holding History

Twin Peaks Wealth Advisors’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
Q1 		$2.49K Buy
+76
New +$2.48K ﹤0.01% 1638
2025
Q3 		– Sell
-24
Closed -$487 – 1533
2025
Q2 		$487 Buy
+24
New +$454 ﹤0.01% 1921

Other funds holding PDFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Twin Peaks Wealth Advisors's PDFS Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in PDF Solutions (PDFS) in Q1 2026: 76 shares worth $2.49K. The stake represents ﹤0.01% of the portfolio and ranks #1638 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in PDFS as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in PDFS in Q2 2025 and has held it in 2 quarters since. 208 funds tracked by Wall St. Rank hold PDFS as of Q1 2026.

  • Twin Peaks Wealth Advisors held 76 shares of PDF Solutions worth $2.49K as of Q1 2026.
  • PDF Solutions was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • PDF Solutions made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1638 holding.
  • Twin Peaks Wealth Advisors first reported a position in PDF Solutions in Q2 2025 and has held it in 2 quarters since.
  • 208 funds tracked by Wall St. Rank held PDF Solutions as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.