FFA
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Farther Finance Advisors’s Patterson-UTI PTEN Stock Holding History

Farther Finance Advisors’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
2026
Q3 		$66.6K Buy
6,096
+1,732
+40% +$19K ﹤0.01% 3180
2026
Q2 		$40.2K Buy
4,364
+1,392
+47% +$15.5K ﹤0.01% 3427
2026
Q1 		$30.8K Buy
2,972
+1,105
+59% +$9.46K ﹤0.01% 3349
2025
Q4 		$11.4K Buy
1,867
+1,000
+115% +$5.97K ﹤0.01% 3824
2025
Q3 		$4.49K Sell
867
-163
-16% -$937 ﹤0.01% 3821
2025
Q2 		$6.11K Sell
1,030
-379
-27% -$2.28K ﹤0.01% 3281
2025
Q1 		$11.8K Hold
1,409
– – ﹤0.01% 2660
2024
Q4 		$11.6K Sell
1,409
-1,509
-52% -$12.1K ﹤0.01% 2328
2024
Q3 		$22.3K Sell
2,918
-4,462
-60% -$41.1K ﹤0.01% 2043
2024
Q2 		$74.5K Buy
7,380
+467
+7% +$5.12K ﹤0.01% 1249
2024
Q1 		$81.2K Sell
6,913
-86
-1% -$955 ﹤0.01% 1017
2023
Q4 		$75.6K Buy
6,999
+2,944
+73% +$35.8K 0.01% 889
2023
Q3 		$56.1K Buy
4,055
+55
+1% +$805 0.01% 735
2023
Q2 		$47.9K Buy
4,000
+2,000
+100% +$22.6K 0.01% 687
2023
Q1 		$23.4K Buy
+2,000
New +$29.2K 0.01% 849

Other funds holding PTEN

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return

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

Farther Finance Advisors increased its Patterson-UTI (PTEN) stake by 40% in Q3 2026, buying an estimated $19K and bringing the position to 6,096 shares worth $66.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3180.

Farther Finance Advisors first reported a position in PTEN in Q1 2023 and has held it in 15 quarters since. The position peaked at $81.2K in Q1 2024. 20 funds tracked by Wall St. Rank hold PTEN as of Q3 2026.

  • Farther Finance Advisors held 6,096 shares of Patterson-UTI worth $66.6K as of Q3 2026.
  • Farther Finance Advisors bought 1,732 Patterson-UTI shares in Q3 2026, an estimated $19K.
  • Patterson-UTI made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3180 holding.
  • Farther Finance Advisors first reported a position in Patterson-UTI in Q1 2023 and has held it in 15 quarters since.
  • Farther Finance Advisors's Patterson-UTI position peaked at $81.2K in Q1 2024.
  • 20 funds tracked by Wall St. Rank held Patterson-UTI as of Q3 2026.

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