Abound Financial’s Patterson-UTI PTEN Stock Holding History

Abound Financial’s Portfolio PTEN Stock Details PTEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.33K	Hold	400	–	–	﹤0.01%	242
2025 Q4	$2.44K	Buy	+400	New	+$2.39K	﹤0.01%	250
2025 Q2	–	Sell	-400	Closed	-$3.29K	–	213
2025 Q1	$3.29K	Buy	+400	New	+$3.36K	﹤0.01%	237

Other funds holding PTEN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Abound Financial's PTEN Position: Q1 2026 in Review

Abound Financial held its Patterson-UTI (PTEN) position steady in Q1 2026 at 400 shares worth $4.33K. The position accounts for ﹤0.01% of the portfolio, ranked #242.

Abound Financial first reported a position in PTEN in Q1 2025 and has held it in 3 quarters since. 410 funds tracked by Wall St. Rank hold PTEN as of Q1 2026.

Abound Financial held 400 shares of Patterson-UTI worth $4.33K as of Q1 2026.
Abound Financial left its Patterson-UTI share count unchanged in Q1 2026.
Patterson-UTI made up ﹤0.01% of Abound Financial's portfolio in Q1 2026, its #242 holding.
Abound Financial first reported a position in Patterson-UTI in Q1 2025 and has held it in 3 quarters since.
410 funds tracked by Wall St. Rank held Patterson-UTI as of Q1 2026.

Based on Abound Financial's 13F filing for Q1 2026, filed 4 May 2026.