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Pearl Diver Credit Company I

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Jefferies Financial Group Inc.
DECREASED
Shares243,000 from 249,796
Change-6,796 (-3%)
Value$2.1M (-$387.2K)
Filed 2026-11-05
Kingswood Wealth Advisors, LLC
DECREASED
Shares81,215 from 84,215
Change-3,000 (-4%)
Value$702.1K (-$136.7K)
Filed 2026-10-23
University of Wisconsin Foundation
N/A
Shares— from 1,459,021
Change-1,459,021 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 249,368
Change-249,368 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 161,386
Change-161,386 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 4,108
Change-4,108 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 710
Change-710 (-100%)
Value—
UBS Group AG
N/A
Shares— from 474
Change-474 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Jefferies Financial Group Inc.
DECREASED243,000249,796-6,796-3%$2.5M$2.1M-$387.2K2026-11-05
Kingswood Wealth Advisors, LLC
DECREASED81,21584,215-3,000-4%$838.8K$702.1K-$136.7K2026-10-23
University of Wisconsin Foundation
N/A—1,459,021-1,459,021-100%$14.5M———
Goldman Sachs Group Inc
N/A—249,368-249,368-100%$2.5M———
Prudential Financial Inc
N/A—161,386-161,386-100%$1.6M———
Osaic Holdings, Inc.
N/A—4,108-4,108-100%$40.9K———
Morgan Stanley
N/A—1,000-1,000-100%$10.0K———
N.E.W. Advisory Services LLC
N/A—710-710-100%$7.1K———
UBS Group AG
N/A—474-474-100%$4.7K———
Wells Fargo & Company
N/A—2-2-100%$17———
Showing 10 of 10 institutions