WhitTier Trust Company’s Patterson Companies, Inc. PDCO Stock Holding History

WhitTier Trust Company’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	-7,425	Closed	-$232K	–	1485
2025 Q1	$232K	Buy	7,425 +6,791	+1,071%	+$211K	0.01%	497
2024 Q4	$19.6K	Buy	634 +609	+2,436%	+$14.2K	﹤0.01%	947
2024 Q3	$546	Hold	25	–	–	﹤0.01%	1288
2024 Q2	$602	Hold	25	–	–	﹤0.01%	1225
2024 Q1	$691	Buy	+25	New	+$712	﹤0.01%	1176
2022 Q3	–	Sell	-280	Closed	-$8K	–	1190
2022 Q2	$8K	Hold	280	–	–	﹤0.01%	962
2022 Q1	$9K	Hold	280	–	–	﹤0.01%	951
2021 Q4	$8K	Hold	280	–	–	﹤0.01%	942
2021 Q3	$8K	Hold	280	–	–	﹤0.01%	962
2021 Q2	$9K	Hold	280	–	–	﹤0.01%	885
2021 Q1	$9K	Hold	280	–	–	﹤0.01%	870
2020 Q4	$8K	Hold	280	–	–	﹤0.01%	863
2020 Q3	$7K	Hold	280	–	–	﹤0.01%	852
2020 Q2	$6K	Hold	280	–	–	﹤0.01%	849
2020 Q1	$4K	Hold	280	–	–	﹤0.01%	902
2019 Q4	$6K	Hold	280	–	–	﹤0.01%	913
2019 Q3	$5K	Hold	280	–	–	﹤0.01%	923
2019 Q2	$6K	Hold	280	–	–	﹤0.01%	901
2019 Q1	$6K	Hold	280	–	–	﹤0.01%	901
2018 Q4	$6K	Hold	280	–	–	﹤0.01%	914
2018 Q3	$7K	Sell	280 -500	-64%	-$11.8K	﹤0.01%	851
2018 Q2	$18K	Hold	780	–	–	﹤0.01%	764
2018 Q1	$17K	Buy	780 +500	+179%	+$15.6K	﹤0.01%	777
2017 Q4	$10K	Hold	280	–	–	﹤0.01%	800
2017 Q3	$11K	Hold	280	–	–	﹤0.01%	782
2017 Q2	$13K	Hold	280	–	–	﹤0.01%	740
2017 Q1	$13K	Hold	280	–	–	﹤0.01%	735
2016 Q4	$11K	Hold	280	–	–	﹤0.01%	762
2016 Q3	$13K	Hold	280	–	–	﹤0.01%	740
2016 Q2	$13K	Hold	280	–	–	﹤0.01%	744
2016 Q1	$13K	Hold	280	–	–	﹤0.01%	746
2015 Q4	$13K	Hold	280	–	–	﹤0.01%	740
2015 Q3	$12K	Hold	280	–	–	﹤0.01%	762
2015 Q2	$14K	Hold	280	–	–	﹤0.01%	759
2015 Q1	$14K	Hold	280	–	–	﹤0.01%	763
2014 Q4	$13K	Hold	280	–	–	﹤0.01%	768
2014 Q3	$12K	Hold	280	–	–	﹤0.01%	774
2014 Q2	$11K	Hold	280	–	–	﹤0.01%	789
2014 Q1	$12K	Hold	280	–	–	﹤0.01%	796
2013 Q4	$12K	Hold	280	–	–	﹤0.01%	753
2013 Q3	$11K	Hold	280	–	–	﹤0.01%	753
2013 Q2	$11K	Buy	+280	New	+$10.7K	﹤0.01%	739

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

Rowlandmiller & Partners Atlanta, Georgia $549M AUM 36.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

WhitTier Trust Company's PDCO Position: Q2 2025 in Review

WhitTier Trust Company sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 7,425 shares — an estimated $232K sold.

WhitTier Trust Company first reported a position in PDCO in Q2 2013 and held it in 42 quarters. The position peaked at $232K in Q1 2025. 7 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.

WhitTier Trust Company reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
WhitTier Trust Company sold 7,425 Patterson Companies, Inc. shares in Q2 2025, an estimated $232K.
WhitTier Trust Company first reported a position in Patterson Companies, Inc. in Q2 2013 and held it in 42 quarters.
WhitTier Trust Company's Patterson Companies, Inc. position peaked at $232K in Q1 2025.
7 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.

Based on WhitTier Trust Company's 13F filing for Q2 2025, filed 30 Jul 2025.