Pitcairn Wealth Advisors LLC historic quarter change: USA Other Stocks, Sold out
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Pitcairn Wealth Advisors LLC opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2089089), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| SORA INVESTORS LLC | United States | $1.086B | 77 |
| Atalan Capital Partners, LP | United States | $1.085B | 10 |
| Heron Bay Capital Management | United States | $1.085B | 78 |
| MMBG INVESTMENT ADVISORS CO. | United States | $1.089B | 172 |
| MATRIX ASSET ADVISORS INC/NY | United States | $1.090B | 105 |
| CONNORS INVESTOR SERVICES INC | United States | $1.083B | 149 |
| Electrum Group LLC | United States | $1.082B | 8 |
| Corebridge Financial, Inc. | United States | $1.091B | 3 |
| Telemark Asset Management, LLC | United States | $1.082B | 53 |
| Petersen Hastings Wealth Advisors Inc. | United States | $1.092B | 81 |