EverSource Wealth Advisors’s Pennant Group PNTG Stock Holding History

EverSource Wealth Advisors’s Portfolio PNTG Stock Details PNTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.59K	Sell	43 -8	-16%	-$261	﹤0.01%	3808
2026 Q1	$1.55K	Buy	51 +28	+122%	+$866	﹤0.01%	3723
2025 Q4	$647	Buy	+23	New	+$612	﹤0.01%	3809
2025 Q3	–	Sell	-34	Closed	-$1.01K	–	4440
2025 Q2	$1.01K	Buy	+34	New	+$933	﹤0.01%	3736

Other funds holding PNTG

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return

CCIA

Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return

Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

EverSource Wealth Advisors's PNTG Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Pennant Group (PNTG) stake by 16% in Q2 2026, selling an estimated $261 and leaving 43 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #3808.

EverSource Wealth Advisors first reported a position in PNTG in Q2 2025 and has held it in 4 quarters since. 46 funds tracked by Wall St. Rank hold PNTG as of Q2 2026.

EverSource Wealth Advisors held 43 shares of Pennant Group worth $1.59K as of Q2 2026.
EverSource Wealth Advisors sold 8 Pennant Group shares in Q2 2026, an estimated $261.
Pennant Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3808 holding.
EverSource Wealth Advisors first reported a position in Pennant Group in Q2 2025 and has held it in 4 quarters since.
46 funds tracked by Wall St. Rank held Pennant Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.