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Clearstead Advisors’s Priority Technology Holdings PRTH Stock Holding History

Clearstead Advisors’s Portfolio PRTH Stock Details PRTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$128 Buy
+19
New +$110 ﹤0.01% 3306
2026
Q1 		– Sell
-18
Closed -$99 – 2713
2025
Q4 		$99 Sell
18
-292
-94% -$1.81K ﹤0.01% 2516
2025
Q3 		$2.13K Buy
310
+297
+2,285% +$2.24K ﹤0.01% 2429
2025
Q2 		$102 Buy
+13
New +$98 ﹤0.01% 2621

Other funds holding PRTH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCA
Buckley Capital Advisors Miami Beach, Florida $161M AUM
SCP
Steamboat Capital Partners Rye, New York $468M AUM 80.81% 1-Year Est. Return
FCM
FourWorld Capital Management New York $110M AUM 44.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.37B AUM 71.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NIP
Norwood Investment Partners Mill Valley, California $72.4M AUM 1.36% 1-Year Est. Return

Clearstead Advisors's PRTH Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Priority Technology Holdings (PRTH) in Q2 2026: 19 shares worth $128. The stake represents ﹤0.01% of the portfolio and ranks #3306 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in PRTH as recently as Q4 2025.

Clearstead Advisors first reported a position in PRTH in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.13K in Q3 2025. 131 funds tracked by Wall St. Rank hold PRTH as of Q2 2026.

  • Clearstead Advisors held 19 shares of Priority Technology Holdings worth $128 as of Q2 2026.
  • Priority Technology Holdings was a new Clearstead Advisors position in Q2 2026.
  • Priority Technology Holdings made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3306 holding.
  • Clearstead Advisors first reported a position in Priority Technology Holdings in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's Priority Technology Holdings position peaked at $2.13K in Q3 2025.
  • 131 funds tracked by Wall St. Rank held Priority Technology Holdings as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.