FFA
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Farther Finance Advisors’s PTC PTC Stock Holding History

Farther Finance Advisors’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 		$441K Sell
3,142
-35
-1% -$4.8K ﹤0.01% 1685
2026
Q2 		$361K Sell
3,177
-506
-14% -$68.3K ﹤0.01% 1804
2026
Q1 		$525K Buy
3,683
+923
+33% +$146K 0.01% 1357
2025
Q4 		$481K Sell
2,760
-229
-8% -$42.6K 0.01% 1336
2025
Q3 		$607K Buy
2,989
+191
+7% +$38.9K 0.01% 977
2025
Q2 		$482K Sell
2,798
-79
-3% -$12.7K 0.01% 922
2025
Q1 		$449K Sell
2,877
-317
-10% -$54.5K 0.01% 831
2024
Q4 		$587K Sell
3,194
-41
-1% -$7.77K 0.02% 531
2024
Q3 		$584K Sell
3,235
-1,007
-24% -$177K 0.02% 531
2024
Q2 		$768K Buy
4,242
+2,626
+163% +$470K 0.04% 360
2024
Q1 		$304K Buy
1,616
+15
+0.9% +$2.7K 0.02% 542
2023
Q4 		$280K Buy
1,601
+1,573
+5,618% +$241K 0.02% 470
2023
Q3 		$3.97K Buy
28
+1
+4% +$143 ﹤0.01% 1592
2023
Q2 		$3.84K Hold
27
– – ﹤0.01% 1527
2023
Q1 		$3.46K Hold
27
– – ﹤0.01% 1447
2022
Q4 		$3.24K Buy
+27
New +$3.23K ﹤0.01% 1294

Other funds holding PTC

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
TFP
Tilia Fiduciary Partners Wilmington, North Carolina $217M AUM 27.78% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's PTC Position: Q3 2026 in Review

Farther Finance Advisors reduced its PTC (PTC) stake by 1.1% in Q3 2026, selling an estimated $4.8K and leaving 3,142 shares worth $441K. The position accounts for ﹤0.01% of the portfolio, ranked #1685.

Farther Finance Advisors first reported a position in PTC in Q4 2022 and has held it in 16 quarters since. The position peaked at $768K in Q2 2024. 20 funds tracked by Wall St. Rank hold PTC as of Q3 2026.

  • Farther Finance Advisors held 3,142 shares of PTC worth $441K as of Q3 2026.
  • Farther Finance Advisors sold 35 PTC shares in Q3 2026, an estimated $4.8K.
  • PTC made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1685 holding.
  • Farther Finance Advisors first reported a position in PTC in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's PTC position peaked at $768K in Q2 2024.
  • 20 funds tracked by Wall St. Rank held PTC as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.