CFP
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Catalyst Financial Partners’s PTC PTC Stock Holding History

Catalyst Financial Partners’s Portfolio PTC Stock Details PTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$204K Buy
+1,434
New +$227K 0.02% 361

Other funds holding PTC

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Catalyst Financial Partners's PTC Position: Q1 2026 in Review

Catalyst Financial Partners opened a new position in PTC (PTC) in Q1 2026: 1,434 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #361 among its holdings.

692 funds tracked by Wall St. Rank hold PTC as of Q1 2026.

  • Catalyst Financial Partners held 1,434 shares of PTC worth $204K as of Q1 2026.
  • PTC was a new Catalyst Financial Partners position in Q1 2026.
  • PTC made up 0.02% of Catalyst Financial Partners's portfolio in Q1 2026, its #361 holding.
  • 692 funds tracked by Wall St. Rank held PTC as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.