Position in PCM
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$156,054
-$11,752 QoQ
Shares Held
27,330
0.0% QoQ
Ownership
0.221%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PCM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Physician Wealth Advisors, Inc. holds $1,581,660 across 50 Asset Management names. PCM ranks #4 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
337 | $324,096 | |
| 2 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
29,367 | $221,427 | |
| 3 | PSF |
Cohen & Steers Select Preferred & Income Fund, Inc.
|
11,140 | $216,004 | |
| 4 | PCM |
Pcm Fund, Inc.
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|
27,330 | $156,054 | |
| 5 | BX |
Blackstone Inc.
|
1,067 | $122,694 | |
| 6 | BTZ |
Blackrock Credit Allocation Income Trust
|
10,000 | $101,000 | |
| 7 | UTF |
Cohen & Steers Infrastructure Fund Inc
|
1,922 | $49,741 | |
| 8 | PFG |
Principal Financial Group Inc
|
484 | $43,613 |
All Filings in PCM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $156,054 | 27,330 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $167,806 | 27,330 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $183,384 | 27,330 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $204,648 | 32,330 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $208,851 | 32,330 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $248,941 | 32,330 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $258,316 | 32,330 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $239,888 | 32,330 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $267,369 | 32,330 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $257,346 | 32,330 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $287,737 | 32,330 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $311,337 | 32,330 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $272,218 | 32,330 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $254,437 | 32,330 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $257,993 | 32,330 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $299,052 | 32,330 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $351,210 | 34,500 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $369,840 | 34,500 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $391,575 | 34,500 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $409,515 | 34,500 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $395,370 | 34,500 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $370,185 | 34,500 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $349,140 | 34,500 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $324,990 | 34,500 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||