PWA
PTC icon

Provenance Wealth Advisors’s PTC PTC Stock Holding History

Provenance Wealth Advisors’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
Q2 		$341 Buy
+3
New +$405 ﹤0.01% 594

Other funds holding PTC

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TEC
Tensor Edge Capital Weston, Massachusetts $1.51B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CISOA
Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Provenance Wealth Advisors's PTC Position: Q2 2026 in Review

Provenance Wealth Advisors opened a new position in PTC (PTC) in Q2 2026: 3 shares worth $341. The stake represents ﹤0.01% of the portfolio and ranks #594 among its holdings.

219 funds tracked by Wall St. Rank hold PTC as of Q2 2026.

  • Provenance Wealth Advisors held 3 shares of PTC worth $341 as of Q2 2026.
  • PTC was a new Provenance Wealth Advisors position in Q2 2026.
  • PTC made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #594 holding.
  • 219 funds tracked by Wall St. Rank held PTC as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.