PALC β€” PACER FDS TR

Ownership history in Financial Designs Corp  Β·  8 quarters on record

AI Ownership Summary

Financial Designs Corp reported PACER FDS TR (PALC) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 3.31% in 2025 Q1. The latest visible filing shows PALC at 0.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PALC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financial Designs Corp's position in PACER FDS TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PALC was reported at 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.31% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Financial Designs Corp held PALC β€” position size vs. price
% of Fund (quarterly)    PALC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 12,331 -79,525 -86.6% 0.36% $644K 2026-02-14 (Est.) $55.17
2025 Q3 ADDED 91,856 +6,461 +7.6% 2.74% $4.7M 2025-11-10 $51.13
2025 Q2 REDUCED 85,395 -13,672 -13.8% 2.59% $4.2M 2025-07-17 $49.29
2025 Q1 ADDED 99,067 +4,045 +4.3% 3.31% $4.8M 2025-04-14 $45.42
2024 Q4 ADDED 95,022 +916 +1.0% 3.08% $4.7M 2025-01-21 $50.01
2024 Q3 REDUCED 94,106 -2,464 -2.6% 3.01% $4.7M 2024-10-18 $50.06
2024 Q2 REDUCED 96,570 -1,529 -1.6% 3.23% $4.7M 2024-07-15 $49.03
2024 Q1 INITIATED 98,099 β€” β€” 3.01% $4.6M 2024-04-12 $44.47

FAQ About Financial Designs Corp and PALC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Financial Designs Corp reported owning PALC?

Financial Designs Corp reported PALC across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported PALC position in Financial Designs Corp's portfolio?

The largest reported portfolio weight for PALC was 3.31% in 2025 Q1.

What is the latest reported PALC position on this page?

The most recent filing on this page is 2025 Q4, when Financial Designs Corp reported 12,331 shares, equal to 0.36% of portfolio, with an estimated market value of $644K.

What does the chart on this PALC ownership page compare?

The chart compares Financial Designs Corp's quarterly PALC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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