Skip to main content

PACIFIC ALLIANCE CORP hedge fund holdings

PALC
$53.94-0.14 (-0.25%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

PALC · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+4.8%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20251723$6.46M$39.8M69Aug 14, 2025
Q3 20251532$13.8M$34.9M65Nov 14, 2025
Q4 20251827$6.6M$42.7M68Feb 14, 2026
Q1 20261623$15.9M$15.7M71May 15, 2026
Q2 20261921$17.6M$18.8M72Aug 14, 2026

Quarterly action breakdown

Q2 2026
72 filers
New position
7
$2.1M+35.2K sh
Increased
12
$15.5M+260K sh
Reduced
14
-$9.25M-155K sh
Out / sold
7
-$9.54M-160K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Summit Financial, LLCNew Buy+$1.85M$1.85M0.02%Aug 12, 2026
Gallagher Fiduciary Advisors, LLCAdded 24.05%+$1.2M$6.19M0.20%Aug 14, 2026
Atria Investments, IncAdded 14.88%+$1.18M$9.13M0.09%Jul 28, 2026
Independent Advisor AllianceSell 100%-$980K$00.00%Aug 12, 2026
Lunt Capital Management, Inc.Reduce 4.07%-$650K$15.3M5.63%Jul 30, 2026
Centurion Wealth Management LLCAdded 44.46%+$345K$1.12M0.27%Jul 9, 2026
Ausdal Financial Partners, Inc.Reduce 4.41%-$291K$6.32M0.25%Aug 14, 2026
Independent Financial Group, LLCReduce 46.85%-$211K$239K0.00%Jul 15, 2026
Trustmark Bank Trust DepartmentSell 100%-$207K$00.00%Aug 12, 2026
Capital Investment Advisory Services, LLCReduce 48.54%-$156K$166K0.01%Jul 23, 2026
Assetmark, IncAdded 499.22%+$115K$139K0.00%Jul 30, 2026
Ergawealth Advisors, Inc.Reduce 4.79%-$110K$2.19M0.85%Aug 7, 2026
Maridea Wealth Management LLCAdded 32.30%+$99.1K$406K0.04%Aug 6, 2026
Wbi Investments, LLCAdded 12.03%+$95.3K$887K0.22%Aug 11, 2026
Integrated Advisors Network LLCAdded 19.28%+$77.6K$480K0.02%Aug 11, 2026
Alpha Financial Partners LLCReduce 9.58%-$61.4K$580K0.30%Aug 11, 2026
Geneos Wealth Management Inc.Reduce 0.40%-$53.6K$13.2M0.27%Aug 6, 2026
Palumbo Wealth Management LLCReduce 4.01%-$52.9K$1.27M0.27%Aug 12, 2026
HUB Investment Partners, LLCReduce 12.73%-$47.8K$328K0.01%Jul 31, 2026
Brookwood Investment Group LLCReduce 12.95%-$45.9K$309K0.03%Jul 23, 2026
Leavell Investment Management, Inc.Reduce 12.78%-$44.7K$305K0.01%Jul 21, 2026
Landmark Wealth Management, Inc.Reduce 3.84%-$33.8K$845K0.28%Aug 5, 2026
Belpointe Asset Management LLCAdded 3.05%+$21.7K$735K0.02%Jul 31, 2026
Chicago Wealth Management, Inc.Reduce 3.68%-$16.9K$442K0.16%Aug 11, 2026
Cornerstone Wealth Management, LLCReduce 4.50%-$16.9K$358K0.02%Jul 22, 2026
Gladstone Institutional Advisory LLCReduce 0.66%-$3.82K$578K0.02%Jul 27, 2026
Miller Global Investments, LLCReduce 1.66%-$3.23K$191K0.16%Jul 1, 2026
Vanguard Advisers IncNew Buy+$2.09K$2.09K0.00%Aug 13, 2026
Sound Income Strategies, LLCSell 100%-$893$00.00%Jul 20, 2026
GeoWealth Management, LLCAdded 0.06%+$597$1.05M0.03%Jul 30, 2026
Glen Eagle Advisors, LLCAdded 0.11%+$60$56.2K0.01%Aug 14, 2026
Unified Investment ManagementAdded 0.01%+$60$616K0.57%Jul 27, 2026
Frazier Financial Advisors, LLCAdded 0.82%+$60$7.33K0.00%Aug 10, 2026

Not investment advice. We make every effort to keep the information on SpoorBase accurate, but errors may occur. SpoorBase does not guarantee the accuracy or completeness of any data, and any use of the information is at the user’s sole responsibility. Valuation multiples are calculated by SpoorBase and may contain errors. See Disclosures. © 2026 SpoorBase. All rights reserved.