UBS Group’s Pearl Diver Credit Co PDCC Stock Holding History

UBS Group’s Portfolio PDCC Stock Details PDCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-474	Closed	-$4.72K	–	11766
2026 Q2	$4.72K	Buy	474 +239	+102%	+$2.49K	﹤0.01%	9016
2026 Q1	$2.47K	Buy	235 +35	+18%	+$438	﹤0.01%	9268
2025 Q4	$2.79K	Sell	200 -2,466	-92%	-$38.8K	﹤0.01%	9230
2025 Q3	$44K	Sell	2,666 -2,566	-49%	-$43.8K	﹤0.01%	7655
2025 Q2	$94.1K	Buy	5,232 +1,306	+33%	+$23.4K	﹤0.01%	7286
2025 Q1	$74.3K	Sell	3,926 -62	-2%	-$1.24K	﹤0.01%	7278
2024 Q4	$81K	Buy	3,988 +125	+3%	+$2.55K	﹤0.01%	7003
2024 Q3	$77.3K	Buy	+3,863	New	+$76.5K	﹤0.01%	6535

Other funds holding PDCC

Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.51B AUM 12.1% 1-Year Est. Return

UBS Group's PDCC Position: Q3 2026 in Review

UBS Group sold out of Pearl Diver Credit Co (PDCC) in Q3 2026, closing a stake of 474 shares — an estimated $4.72K sold.

UBS Group first reported a position in PDCC in Q3 2024 and held it in 8 quarters. The position peaked at $94.1K in Q2 2025. 3 funds tracked by Wall St. Rank hold PDCC as of Q3 2026.

UBS Group reported no remaining Pearl Diver Credit Co position as of Q3 2026 after selling out during the quarter.
UBS Group sold 474 Pearl Diver Credit Co shares in Q3 2026, an estimated $4.72K.
UBS Group first reported a position in Pearl Diver Credit Co in Q3 2024 and held it in 8 quarters.
UBS Group's Pearl Diver Credit Co position peaked at $94.1K in Q2 2025.
3 funds tracked by Wall St. Rank held Pearl Diver Credit Co as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.