Meriwether Wealth & Planning’s PTC PTC Stock Holding History

Meriwether Wealth & 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 Q3	$2.1K	Buy	+15	New	+$2.06K	﹤0.01%	638

Other funds holding PTC

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

SBCM

Silverberg Bernstein Capital Management Armonk, New York $211M AUM 58.81% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Meriwether Wealth & Planning's PTC Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in PTC (PTC) in Q3 2026: 15 shares worth $2.1K. The stake represents ﹤0.01% of the portfolio and ranks #638 among its holdings.

121 funds tracked by Wall St. Rank hold PTC as of Q3 2026.

Meriwether Wealth & Planning held 15 shares of PTC worth $2.1K as of Q3 2026.
PTC was a new Meriwether Wealth & Planning position in Q3 2026.
PTC made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #638 holding.
121 funds tracked by Wall St. Rank held PTC as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.