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LifeSteps Financial’s PTC PTC Stock Holding History

LifeSteps Financial’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 		$4.88K Buy
+43
New +$5.81K ﹤0.01% 540

Other funds holding PTC

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TEC
Tensor Edge Capital Weston, Massachusetts $1.51B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CISOA
Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

LifeSteps Financial's PTC Position: Q2 2026 in Review

LifeSteps Financial opened a new position in PTC (PTC) in Q2 2026: 43 shares worth $4.88K. The stake represents ﹤0.01% of the portfolio and ranks #540 among its holdings.

210 funds tracked by Wall St. Rank hold PTC as of Q2 2026.

  • LifeSteps Financial held 43 shares of PTC worth $4.88K as of Q2 2026.
  • PTC was a new LifeSteps Financial position in Q2 2026.
  • PTC made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #540 holding.
  • 210 funds tracked by Wall St. Rank held PTC as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.