Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$712 Sell
5
-17
-77% -$2.69K ﹤0.01% 851
2025
Q4
$3.83K Hold
22
﹤0.01% 431
2025
Q3
$3.9K Hold
22
﹤0.01% 427
2025
Q2
$4.75K Buy
+22
New +$3.54K ﹤0.01% 405

Other funds holding PTC

Hughes Financial Services's PTC Position: Q1 2026 in Review

Hughes Financial Services reduced its PTC (PTC) stake by 77% in Q1 2026, selling an estimated $2.69K and leaving 5 shares worth $712. The position accounts for ﹤0.01% of the portfolio, ranked #851.

Hughes Financial Services first reported a position in PTC in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.75K in Q2 2025. 692 funds tracked by Wall St. Rank hold PTC as of Q1 2026.

  • Hughes Financial Services held 5 shares of PTC worth $712 as of Q1 2026.
  • Hughes Financial Services sold 17 PTC shares in Q1 2026, an estimated $2.69K.
  • PTC made up ﹤0.01% of Hughes Financial Services's portfolio in Q1 2026, its #851 holding.
  • Hughes Financial Services first reported a position in PTC in Q2 2025 and has held it in 4 quarters since.
  • Hughes Financial Services's PTC position peaked at $4.75K in Q2 2025.
  • 692 funds tracked by Wall St. Rank held PTC as of Q1 2026.

Based on Hughes Financial Services's 13F filing for Q1 2026, filed 29 Apr 2026.