Downshift Financial’s PTC PTC Stock Holding History

Downshift 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	$1.68K	Buy	+12	New	+$1.65K	﹤0.01%	480

Other funds holding PTC

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

SBCM

Silverberg Bernstein Capital Management Armonk, New York $211M AUM 58.81% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Downshift Financial's PTC Position: Q3 2026 in Review

Downshift Financial opened a new position in PTC (PTC) in Q3 2026: 12 shares worth $1.68K. The stake represents ﹤0.01% of the portfolio and ranks #480 among its holdings.

95 funds tracked by Wall St. Rank hold PTC as of Q3 2026.

Downshift Financial held 12 shares of PTC worth $1.68K as of Q3 2026.
PTC was a new Downshift Financial position in Q3 2026.
PTC made up ﹤0.01% of Downshift Financial's portfolio in Q3 2026, its #480 holding.
95 funds tracked by Wall St. Rank held PTC as of Q3 2026.

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