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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
Q3 		$218K Sell
19,964
-18,757
-48% -$206K ﹤0.01% 1457
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

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Independent Financial Group's PTEN Position: Q3 2026 in Review

Independent Financial Group reduced its Patterson-UTI (PTEN) stake by 48% in Q3 2026, selling an estimated $206K and leaving 19,964 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #1457.

Independent Financial Group first reported a position in PTEN in Q1 2026 and has held it in 3 quarters since. The position peaked at $408K in Q1 2026. 20 funds tracked by Wall St. Rank hold PTEN as of Q3 2026.

  • Independent Financial Group held 19,964 shares of Patterson-UTI worth $218K as of Q3 2026.
  • Independent Financial Group sold 18,757 Patterson-UTI shares in Q3 2026, an estimated $206K.
  • Patterson-UTI made up ﹤0.01% of Independent Financial Group's portfolio in Q3 2026, its #1457 holding.
  • Independent Financial Group first reported a position in Patterson-UTI in Q1 2026 and has held it in 3 quarters since.
  • Independent Financial Group's Patterson-UTI position peaked at $408K in Q1 2026.
  • 20 funds tracked by Wall St. Rank held Patterson-UTI as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.