IFP Advisors
PCYO icon

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
Q3 		$1.04K Sell
94
-27
-22% -$297 ﹤0.01% 4480
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

Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
Avanza Fonder
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

IFP Advisors's PCYO Position: Q3 2026 in Review

IFP Advisors reduced its Pure Cycle (PCYO) stake by 22% in Q3 2026, selling an estimated $297 and leaving 94 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #4480.

IFP Advisors first reported a position in PCYO in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.3K in Q2 2026. 13 funds tracked by Wall St. Rank hold PCYO as of Q3 2026.

  • IFP Advisors held 94 shares of Pure Cycle worth $1.04K as of Q3 2026.
  • IFP Advisors sold 27 Pure Cycle shares in Q3 2026, an estimated $297.
  • Pure Cycle made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4480 holding.
  • IFP Advisors first reported a position in Pure Cycle in Q3 2025 and has held it in 5 quarters since.
  • IFP Advisors's Pure Cycle position peaked at $1.3K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Pure Cycle as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.