DecisionPoint Financial’s PTC PTC Stock Holding History

DecisionPoint Financial’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 Q2	$599	Buy	5 +3	+150%	+$405	﹤0.01%	574
2026 Q1	$285	Hold	2	–	–	﹤0.01%	577
2025 Q4	$349	Hold	2	–	–	﹤0.01%	603
2025 Q3	$405	Hold	2	–	–	﹤0.01%	514
2025 Q2	$347	Buy	+2	New	+$322	﹤0.01%	529

Other funds holding PTC

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DecisionPoint Financial's PTC Position: Q2 2026 in Review

DecisionPoint Financial increased its PTC (PTC) stake by 150% in Q2 2026, buying an estimated $405 and bringing the position to 5 shares worth $599. The position accounts for ﹤0.01% of the portfolio, ranked #574.

DecisionPoint Financial first reported a position in PTC in Q2 2025 and has held it in 5 quarters since. 684 funds tracked by Wall St. Rank hold PTC as of Q2 2026.

DecisionPoint Financial held 5 shares of PTC worth $599 as of Q2 2026.
DecisionPoint Financial bought 3 PTC shares in Q2 2026, an estimated $405.
PTC made up ﹤0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #574 holding.
DecisionPoint Financial first reported a position in PTC in Q2 2025 and has held it in 5 quarters since.
684 funds tracked by Wall St. Rank held PTC as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.