Chapman Financial Group’s Peloton Interactive PTON Stock Holding History

Chapman Financial Group’s Portfolio PTON Stock Details PTON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$150	Hold	30	–	–	﹤0.01%	262
2026 Q2	$178	Hold	30	–	–	﹤0.01%	259
2026 Q1	$129	Hold	30	–	–	﹤0.01%	264
2025 Q4	$185	Hold	30	–	–	﹤0.01%	253
2025 Q3	$270	Hold	30	–	–	﹤0.01%	264
2025 Q2	$209	Buy	+30	New	+$195	﹤0.01%	214
2024 Q4	$261	Buy	+30	New	+$234	﹤0.01%	216

Other funds holding PTON

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Technology Crossover Management IX Menlo Park, California $552M AUM 54.85% 1-Year Est. Return

Technology Crossover Management X Menlo Park, California $648M AUM 23.83% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Chapman Financial Group's PTON Position: Q3 2026 in Review

Chapman Financial Group held its Peloton Interactive (PTON) position steady in Q3 2026 at 30 shares worth $150. The position accounts for ﹤0.01% of the portfolio, ranked #262.

Chapman Financial Group first reported a position in PTON in Q4 2024 and has held it in 7 quarters since. The position peaked at $270 in Q3 2025. 185 funds tracked by Wall St. Rank hold PTON as of Q3 2026.

Chapman Financial Group held 30 shares of Peloton Interactive worth $150 as of Q3 2026.
Chapman Financial Group left its Peloton Interactive share count unchanged in Q3 2026.
Peloton Interactive made up ﹤0.01% of Chapman Financial Group's portfolio in Q3 2026, its #262 holding.
Chapman Financial Group first reported a position in Peloton Interactive in Q4 2024 and has held it in 7 quarters since.
Chapman Financial Group's Peloton Interactive position peaked at $270 in Q3 2025.
185 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2026.

Based on Chapman Financial Group's 13F filing for Q3 2026, filed 26 Oct 2026.