KFP
PTC icon

Kerr Financial Planning’s PTC PTC Stock Holding History

Kerr Financial Planning’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
Q2 		$4.89K Hold
43
– – 0.01% 436
2026
Q1 		$5.93K Hold
43
– – ﹤0.01% 409
2025
Q4 		$6.7K Hold
43
– – 0.01% 402
2025
Q3 		$7.59K Buy
+43
New +$8.77K 0.01% 381

Other funds holding PTC

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kerr Financial Planning's PTC Position: Q2 2026 in Review

Kerr Financial Planning held its PTC (PTC) position steady in Q2 2026 at 43 shares worth $4.89K. The position accounts for 0.01% of the portfolio, ranked #436.

Kerr Financial Planning first reported a position in PTC in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.59K in Q3 2025. 680 funds tracked by Wall St. Rank hold PTC as of Q2 2026.

  • Kerr Financial Planning held 43 shares of PTC worth $4.89K as of Q2 2026.
  • Kerr Financial Planning left its PTC share count unchanged in Q2 2026.
  • PTC made up 0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #436 holding.
  • Kerr Financial Planning first reported a position in PTC in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's PTC position peaked at $7.59K in Q3 2025.
  • 680 funds tracked by Wall St. Rank held PTC as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.