FCG
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Financial Connections Group’s PTC PTC Stock Holding History

Financial Connections Group’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
Q1 		– Sell
-100
Closed -$17K – 256
2025
Q4 		$17K Buy
100
+50
+100% +$9.29K 0.01% 151
2025
Q3 		$10K Hold
50
– – ﹤0.01% 176
2025
Q2 		$8K Hold
50
– – ﹤0.01% 193
2025
Q1 		$7K Hold
50
– – ﹤0.01% 174
2024
Q4 		$9K Buy
+50
New +$9.48K ﹤0.01% 159

Other funds holding PTC

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Connections Group's PTC Position: Q1 2026 in Review

Financial Connections Group sold out of PTC (PTC) in Q1 2026, closing a stake of 100 shares — an estimated $17K sold.

Financial Connections Group first reported a position in PTC in Q4 2024 and held it in 5 quarters. The position peaked at $17K in Q4 2025. 692 funds tracked by Wall St. Rank hold PTC as of Q1 2026.

  • Financial Connections Group reported no remaining PTC position as of Q1 2026 after selling out during the quarter.
  • Financial Connections Group sold 100 PTC shares in Q1 2026, an estimated $17K.
  • Financial Connections Group first reported a position in PTC in Q4 2024 and held it in 5 quarters.
  • Financial Connections Group's PTC position peaked at $17K in Q4 2025.
  • 692 funds tracked by Wall St. Rank held PTC as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.