PB Investment Partners’s Wealthfront Corp WLTH Stock Holding History

PB Investment Partners’s Portfolio WLTH Stock Details WLTH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.12M	Buy	+445,701	New	+$4.08M	3.24%	10

Other funds holding WLTH

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

DAG Ventures Palo Alto, California $129M AUM

RMC

Ribbit Management Company Palo Alto, California $1.68B AUM 40.61% 1-Year Est. Return

IVAV

Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.11B AUM 13.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

PB Investment Partners's WLTH Position: Q1 2026 in Review

PB Investment Partners opened a new position in Wealthfront Corp (WLTH) in Q1 2026: 445,701 shares worth $4.12M. The stake represents 3.24% of the portfolio and ranks #10 among its holdings.

99 funds tracked by Wall St. Rank hold WLTH as of Q1 2026.

PB Investment Partners held 445,701 shares of Wealthfront Corp worth $4.12M as of Q1 2026.
Wealthfront Corp was a new PB Investment Partners position in Q1 2026.
Wealthfront Corp made up 3.24% of PB Investment Partners's portfolio in Q1 2026, its #10 holding.
99 funds tracked by Wall St. Rank held Wealthfront Corp as of Q1 2026.

Based on PB Investment Partners's 13F filing for Q1 2026, filed 8 May 2026.