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IFP Advisors’s Pure Cycle PCYO Stock Holding History

IFP Advisors’s Portfolio PCYO Stock Details PCYO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.3K Buy
121
+103
+572% +$1.13K ﹤0.01% 4416
2026
Q1 		$181 Sell
18
-8
-31% -$87 ﹤0.01% 4639
2025
Q4 		$286 Sell
26
-6
-19% -$67 ﹤0.01% 4418
2025
Q3 		$354 Buy
+32
New +$334 ﹤0.01% 4264
2025
Q2 		– Hold
0
– – – 4563

Other funds holding PCYO

MG
Magnolia Group Omaha, Nebraska $476M AUM 7.25% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GIA
Gem Investment Advisors Teaneck, New Jersey $163M AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

IFP Advisors's PCYO Position: Q2 2026 in Review

IFP Advisors increased its Pure Cycle (PCYO) stake by 572% in Q2 2026, buying an estimated $1.13K and bringing the position to 121 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4416.

IFP Advisors first reported a position in PCYO in Q3 2025 and has held it in 4 quarters since. 118 funds tracked by Wall St. Rank hold PCYO as of Q2 2026.

  • IFP Advisors held 121 shares of Pure Cycle worth $1.3K as of Q2 2026.
  • IFP Advisors bought 103 Pure Cycle shares in Q2 2026, an estimated $1.13K.
  • Pure Cycle made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4416 holding.
  • IFP Advisors first reported a position in Pure Cycle in Q3 2025 and has held it in 4 quarters since.
  • 118 funds tracked by Wall St. Rank held Pure Cycle as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.