CMA
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Cedar Mountain Advisors’s PTC PTC Stock Holding History

Cedar Mountain Advisors’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
Q3 		$35.8K Hold
255
– – 0.01% 204
2026
Q2 		$29K Hold
255
– – 0.01% 265
2026
Q1 		$36.3K Buy
+255
New +$40.3K 0.01% 191

Other funds holding PTC

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $211M AUM 58.81% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Cedar Mountain Advisors's PTC Position: Q3 2026 in Review

Cedar Mountain Advisors held its PTC (PTC) position steady in Q3 2026 at 255 shares worth $35.8K. The position accounts for 0.01% of the portfolio, ranked #204.

Cedar Mountain Advisors first reported a position in PTC in Q1 2026 and has held it in 3 quarters since. The position peaked at $36.3K in Q1 2026. 87 funds tracked by Wall St. Rank hold PTC as of Q3 2026.

  • Cedar Mountain Advisors held 255 shares of PTC worth $35.8K as of Q3 2026.
  • Cedar Mountain Advisors left its PTC share count unchanged in Q3 2026.
  • PTC made up 0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #204 holding.
  • Cedar Mountain Advisors first reported a position in PTC in Q1 2026 and has held it in 3 quarters since.
  • Cedar Mountain Advisors's PTC position peaked at $36.3K in Q1 2026.
  • 87 funds tracked by Wall St. Rank held PTC as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.