Peirce Capital Management: Significant Changes in Holdings Observed for Q1 2026
A detailed analysis of Peirce Capital Management's investment activities during the first quarter of 2026, highlighting major purchases and sales.
As part of our ongoing coverage of institutional investors' quarterly filing activity on
Our analysis focuses on the holdings that experienced changes during this quarter, listed under 'changed_holdings'. These data points provide crucial insights into investment decisions made by Peirce Capital Management over the last reporting period.
Prominent Purchases
The most significant buying activity observed in Q1 2026 involved AMERICAN CENTY ETF TR (AVUV). This fund saw a substantial increase of over four-fifths (+477.08%) in its share count during the quarter, representing one of the largest portfolio additions by Peirce Capital Management.
Additionally, purchases were noted for other Dimensional ETF Trust holdings and iShares products:
- DIMENSIONAL ETF TRUST (DFAC): Experienced a modest reduction (-6.66%) in its position.
- DIMENSIONAL ETF TRUST (DFEM): Also saw a slight decrease (-3.71%) during the quarter.
- DIMENSIONAL ETF TRUST (DFIV): Experienced a moderate reduction (-7.76%).
- DIMENSIONAL ETF TRUST (DFUV): Suffered a small decrease (-8.2%) in its allocation.
- DIMENSIONAL ETF TRUST (DFAX): Showed a slight reduction (-6.08%).
- DIMENSIONAL ETF TRUST (DFGR): Experienced a minor decrease (-3.45%).
- DIMENSIONAL ETF TRUST (DFIC): Showed a slight reduction (-10.83%) in its allocation.
- ISHARES TR (IDEV): Experienced an increase (+6.4%) during the quarter.
Furthermore, Peirce Capital Management also increased its position in VANGUARD SCOTTSDALE FDS (VGIT), albeit by a smaller percentage (-1.43%) compared to the Dimensional ETFs.
Notable Sales
The most significant selling activity observed in Q1 2026 involved EA SERIES TRUST (BSVO). This fund experienced a substantial reduction of over half (-46.47%) in its share count during the quarter, making it one of Peirce Capital Management's largest exits.
Other sales were noted for:
- DIMENSIONAL ETF TRUST (DFAC): Experienced a modest reduction (-6.66%) in its position.
- AMERICAN CENTY ETF TR (AVUV): Showed an extremely large increase (+477.08%).
- DIMENSIONAL ETF TRUST (DFEM): Also saw a slight decrease (-3.71%) during the quarter.
- ISHARES TR (ITOT): Showed an increase (+4.73%).
- VANGUARD MALVERN FDS (VTIP): Showed a slight reduction (-2.19%) in its allocation.
It's worth noting that Peirce Capital Management did not disclose any sales activity for the fund VANGUARD MALVERN FDS (VTIP), which remained unchanged during this period according to available data.