IA
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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
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 $538M AUM 5.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GIA
Gem Investment Advisors Teaneck, New Jersey $102M AUM

IFP Advisors's PCYO Position: Q1 2026 in Review

IFP Advisors reduced its Pure Cycle (PCYO) stake by 31% in Q1 2026, selling an estimated $87 and leaving 18 shares worth $181. The position accounts for ﹤0.01% of the portfolio, ranked #4639.

IFP Advisors first reported a position in PCYO in Q3 2025 and has held it in 3 quarters since. The position peaked at $354 in Q3 2025. 116 funds tracked by Wall St. Rank hold PCYO as of Q1 2026.

  • IFP Advisors held 18 shares of Pure Cycle worth $181 as of Q1 2026.
  • IFP Advisors sold 8 Pure Cycle shares in Q1 2026, an estimated $87.
  • Pure Cycle made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #4639 holding.
  • IFP Advisors first reported a position in Pure Cycle in Q3 2025 and has held it in 3 quarters since.
  • IFP Advisors's Pure Cycle position peaked at $354 in Q3 2025.
  • 116 funds tracked by Wall St. Rank held Pure Cycle as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.