PIP
WLTH

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
Q2 		$6.52M Buy
729,453
+283,752
+64% +$2.95M 4.34% 8
2026
Q1 		$4.12M Buy
+445,701
New +$4.08M 3.24% 10

Other funds holding WLTH

Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
DV
DAG Ventures Palo Alto, California $125M AUM
IVAV
Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.09B AUM 56.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RMC
Ribbit Management Company Palo Alto, California $2.05B AUM 4.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

PB Investment Partners's WLTH Position: Q2 2026 in Review

PB Investment Partners increased its Wealthfront Corp (WLTH) stake by 64% in Q2 2026, buying an estimated $2.95M and bringing the position to 729,453 shares worth $6.52M. The position accounts for 4.34% of the portfolio, ranked #8.

PB Investment Partners first reported a position in WLTH in Q1 2026 and has held it in 2 quarters since. 139 funds tracked by Wall St. Rank hold WLTH as of Q2 2026.

  • PB Investment Partners held 729,453 shares of Wealthfront Corp worth $6.52M as of Q2 2026.
  • PB Investment Partners bought 283,752 Wealthfront Corp shares in Q2 2026, an estimated $2.95M.
  • Wealthfront Corp made up 4.34% of PB Investment Partners's portfolio in Q2 2026, its #8 holding.
  • PB Investment Partners first reported a position in Wealthfront Corp in Q1 2026 and has held it in 2 quarters since.
  • 139 funds tracked by Wall St. Rank held Wealthfront Corp as of Q2 2026.

Based on PB Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.