CWM
PTRN

Copia Wealth Management’s Pattern Group Inc PTRN Stock Holding History

Copia Wealth Management’s Portfolio PTRN Stock Details PTRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$540K Hold
21,428
– – 0.32% 62
2026
Q1 		$266K Hold
21,428
– – 0.18% 90
2025
Q4 		$247K Hold
21,428
– – 0.18% 90
2025
Q3 		$294K Buy
+21,428
New +$299K 0.22% 82

Other funds holding PTRN

KL
Knox Lane San Francisco, California $478M AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Copia Wealth Management's PTRN Position: Q2 2026 in Review

Copia Wealth Management held its Pattern Group Inc (PTRN) position steady in Q2 2026 at 21,428 shares worth $540K. The position accounts for 0.32% of the portfolio, ranked #62.

Copia Wealth Management first reported a position in PTRN in Q3 2025 and has held it in 4 quarters since. 145 funds tracked by Wall St. Rank hold PTRN as of Q2 2026.

  • Copia Wealth Management held 21,428 shares of Pattern Group Inc worth $540K as of Q2 2026.
  • Copia Wealth Management left its Pattern Group Inc share count unchanged in Q2 2026.
  • Pattern Group Inc made up 0.32% of Copia Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Copia Wealth Management first reported a position in Pattern Group Inc in Q3 2025 and has held it in 4 quarters since.
  • 145 funds tracked by Wall St. Rank held Pattern Group Inc as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.