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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PCMI

Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PIM

Provident Investment Management Novi, Michigan $1.03B AUM 15.71% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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. 202 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.
202 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.