PCFI — Fundvantage Tr Institutional Holders · Q2 2026
Who owns Fundvantage Tr (PCFI)? 4 institutions reported holding $2.23M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Bank of America Corp ($2.1M), Osaic Holdings, Inc. ($115,450), UBS Group AG ($13,218).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $2.1M | 93,285 | Hold |
| 2 | OSAIC HOLDINGS, INC. | $115,450 | 5,136 | Added |
| 3 | UBS Group AG | $13,218 | 588 | Added |
| 4 | WealthPlan Investment Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30