First Citizens Bank & Trust’s Patterson-UTI PTEN Stock Holding History

First Citizens Bank & Trust’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 Q2	$415K	Sell	45,220 -730	-2%	-$8.14K	0.01%	501
2026 Q1	$498K	Sell	45,950 -787	-2%	-$6.74K	0.01%	436
2025 Q4	$286K	Sell	46,737 -2,541	-5%	-$15.2K	0.01%	561
2025 Q3	$255K	Buy	49,278 +19,508	+66%	+$112K	0.01%	572
2025 Q2	$177K	Buy	+29,770	New	+$179K	﹤0.01%	607
2014 Q4	–	Sell	-6,974	Closed	-$227K	–	351
2014 Q3	$227K	Sell	6,974 -309	-4%	-$10.5K	0.02%	289
2014 Q2	$254K	Sell	7,283 -133	-2%	-$4.37K	0.02%	288
2014 Q1	$235K	Buy	+7,416	New	+$206K	0.02%	290
2013 Q4	–	Sell	-21,854	Closed	-$467K	–	685
2013 Q3	$467K	Sell	21,854 -9,382	-30%	-$193K	0.02%	735
2013 Q2	$605K	Buy	+31,236	New	+$682K	0.02%	570

Other funds holding PTEN

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $598M AUM 18% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return