4 institutions reported holding $2.2M of FUNDVANTAGE TR (PCFI) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($2.1M), OSAIC HOLDINGS, INC. ($115,450), UBS Group AG ($13,218), WealthPlan Investment Management, LLC ($0). Source: SEC Form 13F.
| 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