PFM
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Patton Fund Management’s News Corp Class A NWSA Stock Holding History

Patton Fund Management’s Portfolio NWSA Stock Details NWSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-9,596
Closed -$239K – 355
2026
Q1 		$239K Buy
9,596
+843
+10% +$20.9K 0.04% 332
2025
Q4 		$229K Buy
8,753
+634
+8% +$16.6K 0.03% 247
2025
Q3 		$249K Hold
8,119
– – 0.04% 267
2025
Q2 		$241K Buy
+8,119
New +$223K 0.05% 233
2023
Q1 		– Sell
-10,954
Closed -$199K – 186
2022
Q4 		$199K Buy
+10,954
New +$190K 0.06% 213
2021
Q3 		– Sell
-45,891
Closed -$1.18M – 75
2021
Q2 		$1.18M Sell
45,891
-32,191
-41% -$849K 0.63% 56
2021
Q1 		$1.99M Buy
+78,082
New +$1.75M 1.06% 12

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Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return