Picton Mahoney Asset Management’s Enact Holdings ACT Stock Holding History

Picton Mahoney Asset Management’s Portfolio ACT Stock Details ACT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.72K	Sell	147 -42,912	-100%	-$1.83M	﹤0.01%	1139
2026 Q1	$1.76M	Buy	43,059 +43,027	+134,459%	+$1.76M	0.01%	526
2025 Q4	$1.27K	Sell	32 -24,069	-100%	-$906K	﹤0.01%	1047
2025 Q3	$924K	Sell	24,101 -30,749	-56%	-$1.14M	0.01%	488
2025 Q2	$2.04M	Buy	54,850 +22,242	+68%	+$790K	0.02%	335
2025 Q1	$1.13M	Buy	32,608 +17,105	+110%	+$572K	0.02%	310
2024 Q4	$502K	Buy	15,503 +5,069	+49%	+$175K	0.01%	299
2024 Q3	$380K	Buy	10,434 +6,296	+152%	+$215K	0.01%	262
2024 Q2	$126K	Buy	+4,138	New	+$126K	﹤0.01%	337
2024 Q1	–	Sell	-380	Closed	-$10K	–	378
2023 Q4	$10K	Buy	+380	New	+$10.6K	﹤0.01%	381

Other funds holding ACT

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

GCM

Glendon Capital Management Santa Monica, California $773M AUM 8.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Picton Mahoney Asset Management's ACT Position: Q2 2026 in Review

Picton Mahoney Asset Management reduced its Enact Holdings (ACT) stake by 100% in Q2 2026, selling an estimated $1.83M and leaving 147 shares worth $6.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1139.

Picton Mahoney Asset Management first reported a position in ACT in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.04M in Q2 2025. 251 funds tracked by Wall St. Rank hold ACT as of Q2 2026.

Picton Mahoney Asset Management held 147 shares of Enact Holdings worth $6.72K as of Q2 2026.
Picton Mahoney Asset Management sold 42,912 Enact Holdings shares in Q2 2026, an estimated $1.83M.
Enact Holdings made up ﹤0.01% of Picton Mahoney Asset Management's portfolio in Q2 2026, its #1139 holding.
Picton Mahoney Asset Management first reported a position in Enact Holdings in Q4 2023 and has held it in 10 quarters since.
Picton Mahoney Asset Management's Enact Holdings position peaked at $2.04M in Q2 2025.
251 funds tracked by Wall St. Rank held Enact Holdings as of Q2 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.