Position in PCM
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$100,376
+$8,025 QoQ
Shares Held
17,579
+16.9% QoQ
Ownership
0.142%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Common Shares in PCM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $770,231,213 across 321 Asset Management names. PCM ranks #314 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
531,405 | $61,106,260 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
1,430,221 | $50,687,032 | |
| 3 | FSCO |
FS Credit Opportunities Corp.
|
6,167,108 | $31,452,250 | |
| 4 | BLK |
BlackRock, Inc.
|
31,053 | $29,863,980 | |
| 5 | FSK |
FS KKR Capital Corp
|
2,553,908 | $25,998,783 | |
| 6 | TROW |
Price T Rowe Group Inc
|
256,751 | $23,143,535 | |
| 7 | UTG |
Reaves Utility Income Fund
|
424,402 | $16,670,510 | |
| 8 | DNP |
Dnp Select Income Fund Inc
|
1,527,121 | $15,729,346 |
All Filings in PCM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $100,376 | 17,579 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $92,351 | 15,041 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $102,857 | 15,329 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $294,807 | 46,573 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $300,777 | 46,560 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $367,752 | 47,760 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $561,880 | 70,323 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $524,000 | 70,620 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $583,944 | 70,610 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $568,853 | 71,464 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $635,976 | 71,458 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $685,222 | 71,155 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $605,448 | 71,906 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $564,247 | 71,696 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $571,495 | 71,616 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $680,254 | 73,541 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $755,254 | 74,190 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $793,087 | 73,982 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $829,764 | 73,107 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $867,780 | 73,107 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $930,976 | 81,237 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $617,586 | 57,557 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $582,476 | 57,557 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $608,315 | 64,577 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $513,543 | 64,678 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||