Kestra Advisory Services, LLC PCM — PCM FD INC

Ownership history in Kestra Advisory Services, LLC  ·  4 quarters on record

AI Ownership Summary

Kestra Advisory Services, LLC reported PCM FD INC (PCM) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. The latest visible filing shows PCM at 0.00% 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 PCM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kestra Advisory Services, LLC's position in PCM FD INC, 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
2026 Q2

PCM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

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

Time in book
Holding Window
2025 Q3 to 2026 Q2

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.

PCM stock page Kestra Advisory Services, LLC fund profile Kestra Advisory Services, LLC full holdings
How Kestra Advisory Services, LLC held PCM — position size vs. price
% of Fund (quarterly)    PCM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 35,832 +10 +0.0% 0.00% $200K 2026-07-28 $5.58
2026 Q1 ADDED — — — 35,822 +1,185 +3.4% 0.00% $205K 2026-04-30 $5.55
2025 Q4 ADDED — — — 34,637 +13,667 +65.2% 0.00% $213K 2026-02-13 $5.74
2025 Q3 INITIATED — — — 20,970 — — 0.00% $141K 2025-11-14 $5.70

🏢 Other funds also holding PCM

As of 2026 Q2 — sorted by position size

Arlington Capital Management, Inc. 3Y 7Y 0.22% Sovran Advisors, LLC 0.03% Physician Wealth Advisors, Inc. 3Y 0.02% CoreCap Advisors, LLC 3Y 0.0% Cambridge Investment Research Advisors, Inc. 3Y 7Y 0.0% HIGHLINE WEALTH PARTNERS LLC 0.0% FNY Investment Advisers, LLC 3Y 7Y 0.0% AdvisorNet Financial, Inc 3Y 7Y 0.0% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0% FIRST HORIZON CORP 3Y 7Y 0.0%

FAQ About Kestra Advisory Services, LLC and PCM

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

How long has Kestra Advisory Services, LLC reported owning PCM?

Kestra Advisory Services, LLC reported PCM across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported PCM position in Kestra Advisory Services, LLC's portfolio?

The largest reported portfolio weight for PCM was 0.00% in 2025 Q4.

What is the latest reported PCM position on this page?

The most recent filing on this page is 2026 Q2, when Kestra Advisory Services, LLC reported 35,832 shares, equal to 0.00% of portfolio, with an estimated market value of $200K.

What does the chart on this PCM ownership page compare?

The chart compares Kestra Advisory Services, LLC's quarterly PCM 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.

How well did Kestra Advisory Services, LLC time their PCM position?

Based on 13F filing dates vs. subsequent PCM price moves, Kestra Advisory Services, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on PCM relative to SPY over the holding period was -16.6%.

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