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Institutional Holders of PCY

There is a long list of 195 institutional holders of PCY within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of PCY by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-PCY table below, the initial column indicates the name of each top institutional holder of PCY, with a link to that fund's top holdings. The next columns indicate the amount of PCY stock held by each of the institutional holders of PCY, followed by the PCY position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

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
Bank of New York Mellon Corp372,816$7,628 03/31/2024
     PCY372,816$7,628 03/31/2024
Wealthfront Advisers LLC340,692$6,971 03/31/2024
     PCY340,692$6,971 03/31/2024
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
Raymond James Financial Services Advisors Inc.237,100$4,851 03/31/2024
     PCY237,100$4,851 03/31/2024
Alliance Wealth Management Group235,049$4,847 12/31/2023
     PCY235,049$4,847 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
Raymond James & Associates124,624$2,550 03/31/2024
     PCY124,624$2,550 03/31/2024
AE Wealth Management LLC127,271$2,531 12/31/2023
     PCY127,271$2,531 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
Fifth Third Bancorp94,801$1,940 03/31/2024
     PCY94,801$1,940 03/31/2024
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
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

See All: Funds Holding PCY
See Details: Top 10 Hedge Funds Holding PCY
Also See: PCY Holdings Changes

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