Among active 13F managers last quarter, 3 opened and 1 added, while none reduced or exited; the largest holder to move was Cullen Capital Management, LLC (new position). No recent Form 4 insider filings for PWCDF.
Funds lean in and no leg opposes.
8 tracked 13F filers disclose a position in PWCDF as of the latest SEC 13F filings, a combined $42.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Cullen Capital Management, LLC | 868K | $41.7M | ▲New +868K sh | Q1 2026 | |
| 2 | Forbes J M & Co LLP | 6K | $398K | —Held | Q2 2026 | |
| 3 | Coastwise Capital Group, LLC | 3K | $214K | ▲New +3K sh | Q2 2026 | |
| 4 | PNC Financial Services Group, Inc. | 570 | $27K | ▼−0.7% Reduced · −4 sh | Q1 2026 | |
| 5 | McIlrath & Eck, LLC | 398 | $19K | ▲New +398 sh | Q1 2026 | |
| 6 | Heritage Wealth Advisors | 360 | $17K | —Held | Q1 2026 | |
| 7 | GAMMA Investing LLC | 330 | $21K | ▲+15% Added · +43 sh | Q2 2026 | |
| 8 | Ancora Advisors LLC | 140 | $9K | —Held | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in PWCDF and 1 added to an existing one, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Broadcom IncAVGO | 6 funds | $410.3M |
| JPMorgan Chase & CoJPM | 6 funds | $396.7M |
| Johnson & JohnsonJNJ | 6 funds | $382.4M |
| Apple IncAAPL | 6 funds | $365.2M |
| Microsoft CorpMSFT | 6 funds | $350.6M |
| Bank Of America CorpBAC | 6 funds | $331.3M |
| Cisco Systems IncCSCO | 6 funds | $329.3M |
| Merck & Co. Inc.MRK | 6 funds | $288.2M |
| NextEra Energy IncNEE | 6 funds | $257.3M |
| RTX CorpRTX | 6 funds | $250.7M |
| Morgan StanleyMS | 6 funds | $245.0M |
| Chevron CorpCVX | 6 funds | $232.5M |
Ranked by how many of PWCDF's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PWCDF.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 1 | 1 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
No filings captured for this ticker in the live stream yet.
Connected entities for PWCDF
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PWCDF/capital-change-brief"
Use Arkolith's capital_change_brief for PWCDF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PWCDF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.