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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
Q2 		– Sell
-76
Closed -$2.49K – 1616
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 $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

Twin Peaks Wealth Advisors's PDFS Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of PDF Solutions (PDFS) in Q2 2026, closing a stake of 76 shares — an estimated $2.49K sold.

Twin Peaks Wealth Advisors first reported a position in PDFS in Q2 2025 and held it in 2 quarters. The position peaked at $2.49K in Q1 2026. 283 funds tracked by Wall St. Rank hold PDFS as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining PDF Solutions position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 76 PDF Solutions shares in Q2 2026, an estimated $2.49K.
  • Twin Peaks Wealth Advisors first reported a position in PDF Solutions in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's PDF Solutions position peaked at $2.49K in Q1 2026.
  • 283 funds tracked by Wall St. Rank held PDF Solutions as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.