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Valued Advisers Tr shares owned by Permanent Capital Management

Quarter-by-quarter ownership of Valued Advisers Tr (EQTY) shares owned by Permanent Capital Management from 13F filings

Historical chart of Permanent Capital Management investment in Valued Advisers Tr

Tip: Access up to 7 years of quarterly data

All positions including Valued Advisers Tr held by Permanent Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Valued Advisers Tr by Permanent Capital Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.9M 138k 27.95

More positions owned by Permanent Capital Management

Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Acwi Etf (ACWI)
Spdr Series Trust St Lon Treas Etf (SPTL)
Caterpillar (CAT)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)

View all positions for Permanent Capital Management

Top funds holding Valued Advisers Tr

Colony
Royal Bank of Canada
Permanent Capital Management
Delta Wealth Advisors
Mml Investors Services
Stratos Wealth Advisors
Hrt Financial
Gts Securities
Susquehanna International
Chicago Partners Investment
Citadel Advisors
Jpmorgan Chase & Co
Bank Of Montreal
Northern Trust
Northwestern Mutual Wealth Management Company

View all funds holding Valued Advisers Tr