Independent Financial Group’s PureCycle Technologies PCT Stock Holding History

Independent Financial Group’s Portfolio PCT Stock Details PCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$354K	Buy	43,670 +8,741	+25%	+$78.4K	0.01%	1150
2026 Q1	$181K	Sell	34,929 -2,754	-7%	-$22.9K	﹤0.01%	1388
2025 Q4	$324K	Buy	37,683 +3,322	+10%	+$35.3K	0.01%	1112
2025 Q3	$452K	Buy	34,361 +4,891	+17%	+$68K	0.01%	903
2025 Q2	$404K	Buy	29,470 +3,835	+15%	+$34K	0.01%	876
2025 Q1	$177K	Buy	25,635 +7,848	+44%	+$70.5K	0.01%	1128
2024 Q4	$182K	Buy	+17,787	New	+$206K	0.01%	1108

Other funds holding PCT

Sylebra Capital Palo Alto, California $945M AUM 22.34% 1-Year Est. Return

AWC

Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

RCMU

Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return

Shay Capital New York $1.56B AUM 46.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Independent Financial Group's PCT Position: Q2 2026 in Review

Independent Financial Group increased its PureCycle Technologies (PCT) stake by 25% in Q2 2026, buying an estimated $78.4K and bringing the position to 43,670 shares worth $354K. The position accounts for 0.01% of the portfolio, ranked #1150.

Independent Financial Group first reported a position in PCT in Q4 2024 and has held it in 7 quarters since. The position peaked at $452K in Q3 2025. 310 funds tracked by Wall St. Rank hold PCT as of Q2 2026.

Independent Financial Group held 43,670 shares of PureCycle Technologies worth $354K as of Q2 2026.
Independent Financial Group bought 8,741 PureCycle Technologies shares in Q2 2026, an estimated $78.4K.
PureCycle Technologies made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1150 holding.
Independent Financial Group first reported a position in PureCycle Technologies in Q4 2024 and has held it in 7 quarters since.
Independent Financial Group's PureCycle Technologies position peaked at $452K in Q3 2025.
310 funds tracked by Wall St. Rank held PureCycle Technologies as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.