Montis Financial’s Palatin Technologies PTN Stock Holding History

Montis Financial’s Portfolio PTN Stock Details PTN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-419	Closed	-$12.2K	–	143
2025 Q1	$12.2K	Hold	419	–	–	﹤0.01%	144
2024 Q4	$23.3K	Hold	419	–	–	0.01%	135
2024 Q3	$18.8K	Hold	419	–	–	0.01%	107
2024 Q2	$40.9K	Hold	419	–	–	0.02%	81
2024 Q1	$39.2K	Hold	419	–	–	0.02%	82
2023 Q4	$83.4K	Hold	419	–	–	0.05%	74
2023 Q3	$31.7K	Hold	419	–	–	0.02%	64
2023 Q2	$44K	Hold	419	–	–	0.03%	63
2023 Q1	$57.7K	Buy	+419	New	+$69.6K	0.04%	62

Other funds holding PTN

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

BBA

Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.28B AUM 38.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

SWP

Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 1-Year Est. Return

Montis Financial's PTN Position: Q2 2025 in Review

Montis Financial sold out of Palatin Technologies (PTN) in Q2 2025, closing a stake of 419 shares — an estimated $12.2K sold.

Montis Financial first reported a position in PTN in Q1 2023 and held it in 9 quarters. The position peaked at $83.4K in Q4 2023. 6 funds tracked by Wall St. Rank hold PTN as of Q2 2025.

Montis Financial reported no remaining Palatin Technologies position as of Q2 2025 after selling out during the quarter.
Montis Financial sold 419 Palatin Technologies shares in Q2 2025, an estimated $12.2K.
Montis Financial first reported a position in Palatin Technologies in Q1 2023 and held it in 9 quarters.
Montis Financial's Palatin Technologies position peaked at $83.4K in Q4 2023.
6 funds tracked by Wall St. Rank held Palatin Technologies as of Q2 2025.

Based on Montis Financial's 13F filing for Q2 2025, filed 17 Jul 2025.