Arlington Trust’s Patterson-UTI PTEN Stock Holding History

Arlington Trust’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 Q2	$744	Hold	81	–	–	﹤0.01%	756
2026 Q1	$877	Buy	+81	New	+$693	﹤0.01%	730
2024 Q1	–	Sell	-103	Closed	-$1.11K	–	798
2023 Q4	$1.11K	Buy	+103	New	+$1.25K	﹤0.01%	808

Other funds holding PTEN

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $598M AUM 18% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM