HoldingsChannel.com
Funds Holding PCY

On this page, we present all of the funds holding PCY from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PCY, with a link to that fund's top holdings. The next columns indicate the amount of PCY stock held by each of the funds holding PCY, followed by the PCY position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 198 funds holding PCY within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE (or by any of the other funds holding PCY), click the fund name in the "Holder" column of the funds-holding-PCY table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE27,463,230$566,292 12/31/2023
     PCY27,463,230$566,292 12/31/2023
UBS Group AG3,513,687$72,452 12/31/2023
     PCY3,513,687$72,452 12/31/2023
Invesco Ltd.2,975,444$61,354 12/31/2023
     PCY2,975,444$61,354 12/31/2023
Wells Fargo & Company MN1,933,930$39,878 12/31/2023
     PCY1,933,930$39,878 12/31/2023
Syon Capital LLC1,748,744$36,059 12/31/2023
     PCY1,748,744$36,059 12/31/2023
LPL Financial LLC1,274,653$26,283 12/31/2023
     PCY1,274,653$26,283 12/31/2023
Wealth Enhancement Advisory Services LLC938,538$19,202 03/31/2024
     PCY938,538$19,202 03/31/2024
Morgan Stanley671,812$13,853 12/31/2023
     PCY671,812$13,853 12/31/2023
Financial & Tax Architects LLC662,146$13,653 12/31/2023
     PCY662,146$13,653 12/31/2023
Cambria Investment Management L.P.514,361$10,606 12/31/2023
     PCY514,361$10,606 12/31/2023
Hilltop Holdings Inc.482,041$9,940 12/31/2023
     PCY482,041$9,940 12/31/2023
Ameriprise Financial Inc.427,641$8,835 12/31/2023
     PCY427,641$8,835 12/31/2023
Envestnet Asset Management Inc.405,734$8,366 12/31/2023
     PCY405,734$8,366 12/31/2023
Vontobel Holding Ltd.401,928$8,288 12/31/2023
     PCY401,928$8,288 12/31/2023
Wealthfront Advisers LLC340,692$6,971 03/31/2024
     PCY340,692$6,971 03/31/2024
Bank of New York Mellon Corp335,420$6,916 12/31/2023
     PCY335,420$6,916 12/31/2023
Stewardship Advisors LLC322,680$6,602 03/31/2024
     PCY322,680$6,602 03/31/2024
StrategIQ Financial Group LLC311,439$6,422 12/31/2023
     PCY311,439$6,422 12/31/2023
Evergreen Capital Management LLC300,155$6,189 12/31/2023
     PCY300,155$6,189 12/31/2023
Trilogy Capital Inc.301,000$6,158 03/31/2024
     PCY301,000$6,158 03/31/2024
Mercer Global Advisors Inc. ADV294,990$6,083 12/31/2023
     PCY294,990$6,083 12/31/2023
Probity Advisors Inc.259,820$5,357 12/31/2023
     PCY259,820$5,357 12/31/2023
Towercrest Capital Management256,807$5,295 12/31/2023
     PCY256,807$5,295 12/31/2023
Betterment LLC252,577$5,208 12/31/2023
     PCY252,577$5,208 12/31/2023
Alliance Wealth Management Group235,049$4,847 12/31/2023
     PCY235,049$4,847 12/31/2023
Raymond James Financial Services Advisors Inc.223,628$4,611 12/31/2023
     PCY223,628$4,611 12/31/2023
Citigroup Inc.166,946$3,442 12/31/2023
     PCY166,946$3,442 12/31/2023
Private Ocean LLC158,932$3,252 03/31/2024
     PCY158,932$3,252 03/31/2024
SigFig Wealth Management LLC156,812$3,233 12/31/2023
     PCY156,812$3,233 12/31/2023
Coppell Advisory Solutions LLC154,686$3,190 12/31/2023
     PCY154,686$3,190 12/31/2023
JPMorgan Chase & Co.133,158$2,746 12/31/2023
     PCY133,158$2,746 12/31/2023
Versant Capital Management Inc129,371$2,647 03/31/2024
     PCY129,371$2,647 03/31/2024
AE Wealth Management LLC127,271$2,531 12/31/2023
     PCY127,271$2,531 12/31/2023
Raymond James & Associates122,024$2,516 12/31/2023
     PCY122,024$2,516 12/31/2023
Omega Financial Group LLC121,057$2,477 03/31/2024
     PCY121,057$2,477 03/31/2024
Windham Capital Management LLC111,959$2,309 12/31/2023
     PCY111,959$2,309 12/31/2023
Cerity Partners LLC109,820$2,264 12/31/2023
     PCY109,820$2,264 12/31/2023
National Bank of Canada FI108,136$2,199 12/31/2023
     PCY108,136$2,199 12/31/2023
Oliver Lagore Vanvalin Investment Group105,581$2,177 12/31/2023
     PCY105,581$2,177 12/31/2023
Royal Bank of Canada101,979$2,103 12/31/2023
     PCY101,979$2,103 12/31/2023
Perigon Wealth Management LLC95,369$1,966 12/31/2023
     PCY95,369$1,966 12/31/2023
GWM Advisors LLC90,804$1,872 12/31/2023
     PCY90,804$1,872 12/31/2023
Advisor Group Holdings Inc.89,296$1,840 12/31/2023
     PCY89,296$1,840 12/31/2023
Fifth Third Bancorp88,679$1,829 12/31/2023
     PCY88,679$1,829 12/31/2023
Stifel Financial Corp79,265$1,634 12/31/2023
     PCY79,265$1,634 12/31/2023
EisnerAmper Wealth Management Corporate Benefits LLC77,498$1,598 12/31/2023
     PCY77,498$1,598 12/31/2023
RFG Advisory LLC75,512$1,545 03/31/2024
     PCY75,512$1,545 03/31/2024
Red Wave Investments LLC70,426$1,452 12/31/2023
     PCY70,426$1,452 12/31/2023
Sharper & Granite LLC68,195$1,390 03/31/2024
     PCY68,195$1,390 03/31/2024
SeaCrest Wealth Management LLC67,288$1,377 03/31/2024
     PCY67,288$1,377 03/31/2024
Commonwealth Equity Services LLC66,495$1,371 12/31/2023
     PCY66,495$1,371 12/31/2023
Mission Wealth Management LP65,253$1,346 12/31/2023
     PCY65,253$1,346 12/31/2023
Arbor Capital Management Inc. ADV65,376$1,323 12/31/2023
     PCY65,376$1,323 12/31/2023
Centaurus Financial Inc.62,967$1,298 12/31/2023
     PCY62,967$1,298 12/31/2023
D. E. Shaw & Co. Inc.62,200$1,283 12/31/2023
     PCY62,200$1,283 12/31/2023
MML Investors Services LLC61,335$1,265 12/31/2023
     PCY61,335$1,265 12/31/2023
Prospera Financial Services Inc56,525$1,166 12/31/2023
     PCY56,525$1,166 12/31/2023
Crabel Capital Management LLC42,322$873 12/31/2023
     PCY42,322$873 12/31/2023
Family Asset Management LLC40,680$839 12/31/2023
     PCY40,680$839 12/31/2023
Legacy Wealth Asset Management LLC34,835$718 12/31/2023
     PCY34,835$718 12/31/2023
Annex Advisory Services LLC33,821$692 03/31/2024
     PCY33,821$692 03/31/2024
Cambridge Investment Research Advisors Inc.33,524$691 12/31/2023
     PCY33,524$691 12/31/2023
Monticello Wealth Management LLC33,319$687 12/31/2023
     PCY33,319$687 12/31/2023
Toroso Investments LLC33,111$683 12/31/2023
     PCY33,111$683 12/31/2023
Great Waters Wealth Management30,625$627 03/31/2024
     PCY30,625$627 03/31/2024
Sound Stewardship LLC30,324$625 12/31/2023
     PCY30,324$625 12/31/2023
Steward Partners Investment Advisory LLC29,986$618 12/31/2023
     PCY29,986$618 12/31/2023
Mariner LLC29,340$605 12/31/2023
     PCY29,340$605 12/31/2023
Sowell Financial Services LLC29,320$605 12/31/2023
     PCY29,320$605 12/31/2023
Blue Fin Capital Inc.28,853$595 12/31/2023
     PCY28,853$595 12/31/2023
Sage Advisory Services Ltd.Co.28,705$592 12/31/2023
     PCY28,705$592 12/31/2023
Merit Financial Group LLC28,286$583 12/31/2023
     PCY28,286$583 12/31/2023
Endowment Wealth Management Inc.27,208$561 12/31/2023
     PCY27,208$561 12/31/2023
WBH Advisory Inc.27,343$559 03/31/2024
     PCY27,343$559 03/31/2024
Tidemark LLC26,296$542 12/31/2023
     PCY26,296$542 12/31/2023
Cetera Advisor Networks LLC25,742$531 12/31/2023
     PCY25,742$531 12/31/2023
Rockefeller Capital Management L.P.25,195$520 12/31/2023
     PCY25,195$520 12/31/2023
Citadel Advisors LLC $485 12/31/2023
     PCY23,925$493 12/31/2023
     Put400$8 12/31/2023
Private Advisor Group LLC22,546$465 12/31/2023
     PCY22,546$465 12/31/2023
Simplicity Wealth LLC22,015$454 12/31/2023
     PCY22,015$454 12/31/2023
OneAscent Financial Services LLC21,226$434 03/31/2024
     PCY21,226$434 03/31/2024
Goldman Sachs Group Inc.17,624$363 12/31/2023
     PCY17,624$363 12/31/2023
Integrated Wealth Concepts LLC16,888$348 12/31/2023
     PCY16,888$348 12/31/2023
Rockland Trust Co.16,981$347 03/31/2024
     PCY16,981$347 03/31/2024
Friedenthal Financial16,705$344 12/31/2023
     PCY16,705$344 12/31/2023
Arete Wealth Advisors LLC16,665$344 12/31/2023
     PCY16,665$344 12/31/2023
Kestra Advisory Services LLC16,393$338 12/31/2023
     PCY16,393$338 12/31/2023
Duncker Streett & Co. Inc.16,348$337 12/31/2023
     PCY16,348$337 12/31/2023
Dynamic Advisor Solutions LLC16,227$332 03/31/2024
     PCY16,227$332 03/31/2024
IFP Advisors Inc16,060$331 12/31/2023
     PCY16,060$331 12/31/2023
First Trust Advisors LP15,749$325 12/31/2023
     PCY15,749$325 12/31/2023
Worth Asset Management LLC15,520$318 03/31/2024
     PCY15,520$318 03/31/2024
Truist Financial Corp15,141$312 12/31/2023
     PCY15,141$312 12/31/2023
Bank Julius Baer & Co. Ltd Zurich15,013$310 12/31/2023
     PCY15,013$310 12/31/2023
Comerica Bank14,751$304 12/31/2023
     PCY14,751$304 12/31/2023
NewEdge Wealth LLC14,630$302 12/31/2023
     PCY14,630$302 12/31/2023
Cetera Advisors LLC13,640$281 12/31/2023
     PCY13,640$281 12/31/2023
IHT Wealth Management LLC13,072$270 12/31/2023
     PCY13,072$270 12/31/2023
Atria Wealth Solutions Inc.13,049$269 12/31/2023
     PCY13,049$269 12/31/2023
Objective Capital Management LLC12,928$267 12/31/2023
     PCY12,928$267 12/31/2023
Telemus Capital LLC12,857$265 12/31/2023
     PCY12,857$265 12/31/2023
Modern Wealth Management LLC12,600$260 12/31/2023
     PCY12,600$260 12/31/2023
Three Bridge Wealth Advisors LLC12,378$255 12/31/2023
     PCY12,378$255 12/31/2023
Sepio Capital LP11,993$247 12/31/2023
     PCY11,993$247 12/31/2023
Rosenberg Matthew Hamilton11,915$246 12/31/2023
     PCY11,915$246 12/31/2023
Security Financial Services INC.11,347$232 03/31/2024
     PCY11,347$232 03/31/2024
Csenge Advisory Group11,143$230 12/31/2023
     PCY11,143$230 12/31/2023
C2C Wealth Management LLC10,754$223 12/31/2023
     PCY10,754$223 12/31/2023
Resources Investment Advisors LLC.10,678$220 12/31/2023
     PCY10,678$220 12/31/2023
Pure Financial Advisors Inc.10,658$218 03/31/2024
     PCY10,658$218 03/31/2024
Proquility Private Wealth Partners LLC10,501$217 12/31/2023
     PCY10,501$217 12/31/2023
Virtue Capital Management LLC10,811$216 12/31/2023
     PCY10,811$216 12/31/2023
City State Bank10,250$210 03/31/2024
     PCY10,250$210 03/31/2024
Cetera Investment Advisers9,873$204 12/31/2023
     PCY9,873$204 12/31/2023
Natixis8,123$167 12/31/2023
     PCY8,123$167 12/31/2023
Blair William & Co. IL6,750$139 12/31/2023
     PCY6,750$139 12/31/2023
Qube Research & Technologies Ltd6,411$132 12/31/2023
     PCY6,411$132 12/31/2023
Sound Income Strategies LLC5,893$121 03/31/2024
     PCY5,893$121 03/31/2024
The PNC Financial Services Group Inc.4,474$92 12/31/2023
     PCY4,474$92 12/31/2023
BNP Paribas Arbitrage SA3,472$72 12/31/2023
     PCY3,472$72 12/31/2023
Barclays PLC3,000$62 12/31/2023
     PCY3,000$62 12/31/2023
BOKF NA2,956$61 12/31/2023
     PCY2,956$61 12/31/2023
Central Bank & Trust Co.2,836$58 03/31/2024
     PCY2,836$58 03/31/2024
Aptus Capital Advisors LLC2,648$55 12/31/2023
     PCY2,648$55 12/31/2023
Kepos Capital LP2,600$54 12/31/2023
     PCY2,600$54 12/31/2023
Guardian Wealth Advisors LLC NC2,119$44 12/31/2023
     PCY2,119$44 12/31/2023
LGT Financial Advisors LLC1,937$40 12/31/2023
     PCY1,937$40 12/31/2023
Founders Financial Alliance LLC1,661$34 12/31/2023
     PCY1,661$34 12/31/2023
Northwestern Mutual Wealth Management Co.1,593$33 12/31/2023
     PCY1,593$33 12/31/2023
Colonial Trust Co SC1,604$33 12/31/2023
     PCY1,604$33 12/31/2023
First Community Trust NA1,500$31 03/31/2024
     PCY1,500$31 03/31/2024
Boyd Watterson Asset Management LLC OH1,474$30 12/31/2023
     PCY1,474$30 12/31/2023
Winthrop Capital Management LLC1,472$30 12/31/2023
     PCY1,472$30 12/31/2023
Optimum Investment Advisors1,314$27 03/31/2024
     PCY1,314$27 03/31/2024
Benjamin F. Edwards & Company Inc.1,303$27 12/31/2023
     PCY1,303$27 12/31/2023
CWM LLC1,175$24 03/31/2024
     PCY1,175$24 03/31/2024
Harbour Investments Inc.1,174$24 12/31/2023
     PCY1,174$24 12/31/2023
SOA Wealth Advisors LLC.1,117$23 03/31/2024
     PCY1,117$23 03/31/2024
WASHINGTON TRUST Co996$21 12/31/2023
     PCY996$21 12/31/2023
Allworth Financial LP977$20 12/31/2023
     PCY977$20 12/31/2023
Financial Gravity Asset Management Inc.993$20 12/31/2023
     PCY993$20 12/31/2023
Global Retirement Partners LLC990$20 12/31/2023
     PCY990$20 12/31/2023
AdvisorNet Financial Inc901$18 03/31/2024
     PCY901$18 03/31/2024
Blue Bell Private Wealth Management LLC896$18 12/31/2023
     PCY896$18 12/31/2023
Tower Research Capital LLC TRC 863$18 12/31/2023
     PCY863$18 12/31/2023
EPG Wealth Management LLC822$16 12/31/2023
     PCY822$16 12/31/2023
Cape Investment Advisory Inc.785$16 12/31/2023
     PCY785$16 12/31/2023
Harbor Investment Advisory LLC752$15 03/31/2024
     PCY752$15 03/31/2024
Coastal Investment Advisors Inc.581$12 03/31/2024
     PCY581$12 03/31/2024
Rise Advisors LLC588$12 03/31/2024
     PCY588$12 03/31/2024
Delta Asset Management LLC TN598$12 12/31/2023
     PCY598$12 12/31/2023
Front Row Advisors LLC605$12 12/31/2023
     PCY605$12 12/31/2023
Advisory Services Network LLC530$11 12/31/2023
     PCY530$11 12/31/2023
Valley National Advisers Inc.521$10 03/31/2024
     PCY521$10 03/31/2024
US Bancorp DE431$9 12/31/2023
     PCY431$9 12/31/2023
Salomon & Ludwin LLC391$8 12/31/2023
     PCY391$8 12/31/2023
Beacon Capital Management LLC392$8 12/31/2023
     PCY392$8 12/31/2023
Tsfg LLC330$7 03/31/2024
     PCY330$7 03/31/2024
DHJJ Financial Advisors Ltd.348$7 03/31/2024
     PCY348$7 03/31/2024
Caldwell Sutter Capital Inc.315$6 03/31/2024
     PCY315$6 03/31/2024
Huntington National Bank300$6 12/31/2023
     PCY300$6 12/31/2023
FMR LLC281$6 12/31/2023
     PCY281$6 12/31/2023
Key Financial Inc300$6 12/31/2023
     PCY300$6 12/31/2023
Archer Investment Corp308$6 12/31/2023
     PCY308$6 12/31/2023
Tyler Stone Wealth Management303$6 12/31/2023
     PCY303$6 12/31/2023
Principal Securities Inc.252$5 12/31/2023
     PCY252$5 12/31/2023
Fairfield Bush & CO.250$5 12/31/2023
     PCY250$5 12/31/2023
Householder Group Estate & Retirement Specialist LLC221$5 12/31/2023
     PCY221$5 12/31/2023
Farther Finance Advisors LLC219$5 12/31/2023
     PCY219$5 12/31/2023
Westside Investment Management Inc.198$4 03/31/2024
     PCY198$4 03/31/2024
Northwest Capital Management Inc170$3 03/31/2024
     PCY170$3 03/31/2024
Ronald Blue Trust Inc.158$3 12/31/2023
     PCY158$3 12/31/2023
Cullen Frost Bankers Inc.110$2 12/31/2023
     PCY110$2 12/31/2023
Colonial Trust Advisors77$2 12/31/2023
     PCY77$2 12/31/2023
Venturi Wealth Management LLC105$2 12/31/2023
     PCY105$2 12/31/2023
Concord Wealth Partners86$2 12/31/2023
     PCY86$2 12/31/2023
Tennessee Valley Asset Management Partners117$2 12/31/2023
     PCY117$2 12/31/2023
Impact Partnership Wealth LLC74$2 12/31/2023
     PCY74$2 12/31/2023
Hobbs Group Advisors LLC75$2 12/31/2023
     PCY75$2 12/31/2023
Barrett & Company Inc.50$1 03/31/2024
     PCY50$1 03/31/2024
Aspire Private Capital LLC29$1 03/31/2024
     PCY29$1 03/31/2024
Ancora Advisors LLC50$1 12/31/2023
     PCY50$1 12/31/2023
Gradient Investments LLC44$1 12/31/2023
     PCY44$1 12/31/2023
Oakworth Capital Inc.62$1 12/31/2023
     PCY62$1 12/31/2023
Capital Investment Advisory Services LLC55$1 12/31/2023
     PCY55$1 12/31/2023
Cornerstone Planning Group LLC38$1 12/31/2023
     PCY38$1 12/31/2023
Tucker Asset Management LLC69$1 12/31/2023
     PCY69$1 12/31/2023
Newbridge Financial Services Group Inc.39$1 12/31/2023
     PCY39$1 12/31/2023
ICA Group Wealth Management LLC43$1 12/31/2023
     PCY43$1 12/31/2023
Mather Group LLC.1$0 03/31/2024
     PCY1$0 03/31/2024
Sunbelt Securities Inc.5$0 03/31/2024
     PCY5$0 03/31/2024
FSC Wealth Advisors LLC1$0 03/31/2024
     PCY1$0 03/31/2024
Proequities Inc.0$0 12/31/2023
     PCY0$0 12/31/2023
Baystate Wealth Management LLC5$0 12/31/2023
     PCY5$0 12/31/2023
Clear Investment Research LLC4$0 12/31/2023
     PCY4$0 12/31/2023
Fortis Advisors LLC2$0 12/31/2023
     PCY2$0 12/31/2023
PSI Advisors LLC23$0 12/31/2023
     PCY23$0 12/31/2023
Pacific Capital Wealth Advisors Inc.1$0 12/31/2023
     PCY1$0 12/31/2023
Rockbridge Investment Management LCC20$0 12/31/2023
     PCY20$0 12/31/2023

See Summary: Institutional Holders of PCY
See Details: Top 10 Hedge Funds Holding PCY
Also See: PCY Holdings Changes

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