United Capital Financial Advisors
PDSB icon

United Capital Financial Advisors’s PDS Biotechnology PDSB Stock Holding History

United Capital Financial Advisors’s Portfolio PDSB Stock Details PDSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.6K Hold
12,000
– – ﹤0.01% 1618
2026
Q1 		$7.26K Buy
+12,000
New +$9.03K ﹤0.01% 1630

Other funds holding PDSB

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
MCM
Militia Capital Management Austin, Texas $3.37B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

United Capital Financial Advisors's PDSB Position: Q2 2026 in Review

United Capital Financial Advisors held its PDS Biotechnology (PDSB) position steady in Q2 2026 at 12,000 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1618.

United Capital Financial Advisors first reported a position in PDSB in Q1 2026 and has held it in 2 quarters since. 52 funds tracked by Wall St. Rank hold PDSB as of Q2 2026.

  • United Capital Financial Advisors held 12,000 shares of PDS Biotechnology worth $10.6K as of Q2 2026.
  • United Capital Financial Advisors left its PDS Biotechnology share count unchanged in Q2 2026.
  • PDS Biotechnology made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1618 holding.
  • United Capital Financial Advisors first reported a position in PDS Biotechnology in Q1 2026 and has held it in 2 quarters since.
  • 52 funds tracked by Wall St. Rank held PDS Biotechnology as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.