Foundations Investment Advisors »

PCM Fund shares owned by Foundations Investment Advisors

Quarter-by-quarter ownership of PCM Fund (PCM) shares owned by Foundations Investment Advisors from 13F filings

Historical chart of Foundations Investment Advisors investment in PCM Fund

Tip: Access up to 7 years of quarterly data

All positions including PCM Fund held by Foundations Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in PCM Fund by Foundations Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.9M 365k 8.07
2023-09-30 $2.7M 309k 8.90
2023-06-30 $2.6M 267k 9.63

More positions owned by Foundations Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Total Usd (IUSB)
Exchange Listed Fds Tr Cabana Target 7 (TDSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Innovator Etfs Tr Defined Wlt Shld (BALT)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Foundations Investment Advisors

Top funds holding PCM Fund

Foundations Investment Advisors
Financial Advocates Investment Management
Commonwealth Equity Services
Advisor Group Holdings
SOL Capital Management
Bank of America Corporation
UMA Financial Services
Wells Fargo & Company
Raymond James & Associates
Janney Montgomery Scott
Horizon Kinetics Asset Management
Cambridge Investment Research Advisors
Moors & Cabot
CoreCap Advisors
Focus Financial Network

View all funds holding PCM Fund