PCS
PTC icon

Private Client Services’s PTC PTC Stock Holding History

Private Client Services’s Portfolio PTC Stock Details PTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.52M Buy
10,833
+80
+0.7% +$11K 0.41% 57
2026
Q2 		$1.22M Buy
+10,753
New +$1.45M 0.32% 66

Other funds holding PTC

SBCM
Silverberg Bernstein Capital Management Armonk, New York $211M AUM 58.81% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
TFP
Tilia Fiduciary Partners Wilmington, North Carolina $217M AUM 27.78% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

Private Client Services's PTC Position: Q3 2026 in Review

Private Client Services increased its PTC (PTC) stake by 0.74% in Q3 2026, buying an estimated $11K and bringing the position to 10,833 shares worth $1.52M. The position accounts for 0.41% of the portfolio, ranked #57.

Private Client Services first reported a position in PTC in Q2 2026 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold PTC as of Q3 2026.

  • Private Client Services held 10,833 shares of PTC worth $1.52M as of Q3 2026.
  • Private Client Services bought 80 PTC shares in Q3 2026, an estimated $11K.
  • PTC made up 0.41% of Private Client Services's portfolio in Q3 2026, its #57 holding.
  • Private Client Services first reported a position in PTC in Q2 2026 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held PTC as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.