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Johnson Financial Group Inc (Wisconsin)’s PTC PTC Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio PTC Stock Details PTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11
Closed -$1.92K – 953
2025
Q4 		$1.92K Sell
11
-5
-31% -$929 ﹤0.01% 823
2025
Q3 		$3.25K Buy
+16
New +$3.26K ﹤0.01% 880
2025
Q2 		– Sell
-755
Closed -$117K – 863
2025
Q1 		$117K Buy
+755
New +$130K 0.01% 445
2022
Q3 		– Sell
-12
Closed -$1K – 748
2022
Q2 		$1K Buy
+12
New +$1.29K ﹤0.01% 657

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VCM
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VPM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s PTC Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) sold out of PTC (PTC) in Q1 2026, closing a stake of 11 shares — an estimated $1.92K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in PTC in Q2 2022 and held it in 4 quarters. The position peaked at $117K in Q1 2025. 692 funds tracked by Wall St. Rank hold PTC as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining PTC position as of Q1 2026 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 11 PTC shares in Q1 2026, an estimated $1.92K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in PTC in Q2 2022 and held it in 4 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s PTC position peaked at $117K in Q1 2025.
  • 692 funds tracked by Wall St. Rank held PTC as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.