IWC
PNTG icon

Integrated Wealth Concepts’s Pennant Group PNTG Stock Holding History

Integrated Wealth Concepts’s Portfolio PNTG Stock Details PNTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.1K Buy
+545
New +$17.8K ﹤0.01% 4082

Other funds holding PNTG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PIM
Provident Investment Management Novi, Michigan $1.03B AUM 15.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Integrated Wealth Concepts's PNTG Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Pennant Group (PNTG) in Q2 2026: 545 shares worth $20.1K. The stake represents ﹤0.01% of the portfolio and ranks #4082 among its holdings.

203 funds tracked by Wall St. Rank hold PNTG as of Q2 2026.

  • Integrated Wealth Concepts held 545 shares of Pennant Group worth $20.1K as of Q2 2026.
  • Pennant Group was a new Integrated Wealth Concepts position in Q2 2026.
  • Pennant Group made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4082 holding.
  • 203 funds tracked by Wall St. Rank held Pennant Group as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.