PCFI (FUNDVANTAGE TR) is held by 3 institutional investors as of Q1 2026. Largest holders: BANK OF AMERICA CORP /DE/ ($2.1M), OSAIC HOLDINGS, INC. ($96,352), UBS Group AG ($2,453). Net institutional sentiment: Mixed.
3
Holders
Avg rating
$2.2M
Total Value
50% (5)
Fund Consensus
2 buying - 2 selling
Smart Money Verdict38Weak MomentumSingle Source
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See how PCFI's score breaks down across 4 SEC sources
Held by 3 funds
No recent insider, activist, or congressional trades found for this stock
13F: Insider & Congress:
Fund | Action | Shares | Value | Weight | Est. P&L | Conviction |
|---|---|---|---|---|---|---|
Unchanged | 93,285 | $2.1M | 0.0% | -0.52% | 0 | |
Increased | 4,243(+59.0%) | $96,352 | 0.0% | -1.63% | 31 | |
New | 108 | $2,453 | 0.0% | +0.35% | 19 | |
Exited | 0(-100.0%) | $8,269 | 0.0% | -3.11% | 0 | |
Exited | 0(-100.0%) | $1.3M | 0.0% | -3.12% | 0 |
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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer