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Mather Group’s Patterson-UTI PTEN Stock Holding History

Mather 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 		$4.28K Buy
+392
New +$4.3K ﹤0.01% 1843
2025
Q2 		– Sell
-109
Closed -$896 – 1442
2025
Q1 		$896 Hold
109
– – ﹤0.01% 1649
2024
Q4 		$900 Sell
109
-151
-58% -$1.21K ﹤0.01% 1625
2024
Q3 		$1.99K Sell
260
-124
-32% -$1.14K ﹤0.01% 1488
2024
Q2 		$4.58K Buy
384
+113
+42% +$1.24K ﹤0.01% 1648
2024
Q1 		$2.93K Buy
+271
New +$3.01K ﹤0.01% 1467

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
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 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

Mather Group's PTEN Position: Q3 2026 in Review

Mather Group opened a new position in Patterson-UTI (PTEN) in Q3 2026: 392 shares worth $4.28K. The stake represents ﹤0.01% of the portfolio and ranks #1843 among its holdings. This is a return to the name: Mather Group previously reported a position in PTEN as recently as Q1 2025.

Mather Group first reported a position in PTEN in Q1 2024 and has held it in 6 quarters since. The position peaked at $4.58K in Q2 2024. 24 funds tracked by Wall St. Rank hold PTEN as of Q3 2026.

  • Mather Group held 392 shares of Patterson-UTI worth $4.28K as of Q3 2026.
  • Patterson-UTI was a new Mather Group position in Q3 2026.
  • Patterson-UTI made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1843 holding.
  • Mather Group first reported a position in Patterson-UTI in Q1 2024 and has held it in 6 quarters since.
  • Mather Group's Patterson-UTI position peaked at $4.58K in Q2 2024.
  • 24 funds tracked by Wall St. Rank held Patterson-UTI as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.