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PCM Fund shares owned by Sovran Advisors

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

Historical chart of Sovran Advisors investment in PCM Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in PCM Fund by Sovran Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $553k 89k 6.24
2025-06-30 $544k 85k 6.38
2025-03-31 $514k 85k 6.07
2024-12-31 $377k 58k 6.54

More positions owned by Sovran Advisors

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Innovator Etfs Trust Us Eqty Ultra B (USEP)
Microsoft Corporation (MSFT)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Total Usd (IUSB)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Amazon (AMZN)

View all positions for Sovran Advisors

Top funds holding PCM Fund

LPL Financial
Guggenheim Capital, LLC Managers
Landscape Capital Management
Concord Investment Counsel
Goss Wealth Management
Sovran Advisors
Cambridge Investment Research Advisors
Advisor Group Holdings
UMA Financial Services
Horizon Kinetics Asset Management
Kestra Advisory Services
Raymond James Financial
Commonwealth Equity Services
Morgan Stanley
Scotia Capital

View all funds holding PCM Fund