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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s PAR Technology PAR Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio PAR Stock Details PAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$165K Buy
9,473
+75
+0.8% +$1.08K 0.04% 193
2026
Q1 		$125K Buy
9,398
+2,737
+41% +$64.3K 0.04% 204
2025
Q4 		$242K Buy
6,661
+3,286
+97% +$119K 0.07% 156
2025
Q3 		$134K Buy
+3,375
New +$186K 0.04% 185

Other funds holding PAR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
Brooktree Capital Management Gand Rapids, Michigan $153M AUM 14.06% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RCG
Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s PAR Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its PAR Technology (PAR) stake by 0.8% in Q2 2026, buying an estimated $1.08K and bringing the position to 9,473 shares worth $165K. The position accounts for 0.04% of the portfolio, ranked #193.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in PAR in Q3 2025 and has held it in 4 quarters since. The position peaked at $242K in Q4 2025. 65 funds tracked by Wall St. Rank hold PAR as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 9,473 shares of PAR Technology worth $165K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 75 PAR Technology shares in Q2 2026, an estimated $1.08K.
  • PAR Technology made up 0.04% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #193 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in PAR Technology in Q3 2025 and has held it in 4 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s PAR Technology position peaked at $242K in Q4 2025.
  • 65 funds tracked by Wall St. Rank held PAR Technology as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.