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Pacific Capital Wealth Advisors’s Pennant Group PNTG Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio PNTG Stock Details PNTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$280K Hold
7,575
– – 0.04% 76
2026
Q1 		$231K Hold
7,575
– – 0.04% 81
2025
Q4 		$213K Buy
+7,575
New +$202K 0.04% 76
2025
Q1 		– Sell
-7,575
Closed -$201K – 299
2024
Q4 		$201K Hold
7,575
– – 0.03% 79
2024
Q3 		$270K Hold
7,575
– – 0.05% 65
2024
Q2 		$176K Hold
7,575
– – 0.03% 78
2024
Q1 		$149K Buy
+7,575
New +$128K 0.04% 76

Other funds holding PNTG

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Pacific Capital Wealth Advisors's PNTG Position: Q2 2026 in Review

Pacific Capital Wealth Advisors held its Pennant Group (PNTG) position steady in Q2 2026 at 7,575 shares worth $280K. The position accounts for 0.04% of the portfolio, ranked #76.

Pacific Capital Wealth Advisors first reported a position in PNTG in Q1 2024 and has held it in 7 quarters since. 27 funds tracked by Wall St. Rank hold PNTG as of Q2 2026.

  • Pacific Capital Wealth Advisors held 7,575 shares of Pennant Group worth $280K as of Q2 2026.
  • Pacific Capital Wealth Advisors left its Pennant Group share count unchanged in Q2 2026.
  • Pennant Group made up 0.04% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #76 holding.
  • Pacific Capital Wealth Advisors first reported a position in Pennant Group in Q1 2024 and has held it in 7 quarters since.
  • 27 funds tracked by Wall St. Rank held Pennant Group as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.