DecisionPoint Financial
PTC icon

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
Q3 		$879 Buy
6
+1
+20% +$137 ﹤0.01% 577
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 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
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

DecisionPoint Financial's PTC Position: Q3 2026 in Review

DecisionPoint Financial increased its PTC (PTC) stake by 20% in Q3 2026, buying an estimated $137 and bringing the position to 6 shares worth $879. The position accounts for ﹤0.01% of the portfolio, ranked #577.

DecisionPoint Financial first reported a position in PTC in Q2 2025 and has held it in 6 quarters since. 183 funds tracked by Wall St. Rank hold PTC as of Q3 2026.

  • DecisionPoint Financial held 6 shares of PTC worth $879 as of Q3 2026.
  • DecisionPoint Financial bought 1 PTC share in Q3 2026, an estimated $137.
  • PTC made up ﹤0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #577 holding.
  • DecisionPoint Financial first reported a position in PTC in Q2 2025 and has held it in 6 quarters since.
  • 183 funds tracked by Wall St. Rank held PTC as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.