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Family Legacy Financial Solutions’s Patterson-UTI PTEN Stock Holding History

Family Legacy Financial Solutions’s Portfolio PTEN Stock Details PTEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-71
Closed -$370 – 184
2025
Q3 		$370 Buy
71
+1
+1% +$6 ﹤0.01% 246
2025
Q2 		$417 Buy
+70
New +$421 ﹤0.01% 232

Other funds holding PTEN

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Family Legacy Financial Solutions's PTEN Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of Patterson-UTI (PTEN) in Q4 2025, closing a stake of 71 shares — an estimated $370 sold.

Family Legacy Financial Solutions first reported a position in PTEN in Q2 2025 and held it in 2 quarters. The position peaked at $417 in Q2 2025. 372 funds tracked by Wall St. Rank hold PTEN as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining Patterson-UTI position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 71 Patterson-UTI shares in Q4 2025, an estimated $370.
  • Family Legacy Financial Solutions first reported a position in Patterson-UTI in Q2 2025 and held it in 2 quarters.
  • Family Legacy Financial Solutions's Patterson-UTI position peaked at $417 in Q2 2025.
  • 372 funds tracked by Wall St. Rank held Patterson-UTI as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.