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Independent Financial Group’s Patterson-UTI PTEN Stock Holding History

Independent Financial Group’s Portfolio PTEN Stock Details PTEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$355K Buy
38,721
+1,064
+3% +$11.9K 0.01% 1148
2026
Q1 		$408K Buy
+37,657
New +$322K 0.01% 1026

Other funds holding PTEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $1.92B AUM 45.54% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Independent Financial Group increased its Patterson-UTI (PTEN) stake by 2.8% in Q2 2026, buying an estimated $11.9K and bringing the position to 38,721 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #1148.

Independent Financial Group first reported a position in PTEN in Q1 2026 and has held it in 2 quarters since. The position peaked at $408K in Q1 2026. 437 funds tracked by Wall St. Rank hold PTEN as of Q2 2026.

  • Independent Financial Group held 38,721 shares of Patterson-UTI worth $355K as of Q2 2026.
  • Independent Financial Group bought 1,064 Patterson-UTI shares in Q2 2026, an estimated $11.9K.
  • Patterson-UTI made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1148 holding.
  • Independent Financial Group first reported a position in Patterson-UTI in Q1 2026 and has held it in 2 quarters since.
  • Independent Financial Group's Patterson-UTI position peaked at $408K in Q1 2026.
  • 437 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2026.

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