Raymond James Financial
PTIX

Raymond James Financial’s Performance Technologies PTIX Stock Holding History

Raymond James Financial’s Portfolio PTIX Stock Details PTIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,001
Closed -$13K – 5421
2025
Q4 		$13K Buy
+10,001
New +$22.6K ﹤0.01% 5117
2025
Q3 		– Sell
-1
Closed -$4 – 6310
2025
Q2 		$4 Buy
+1
New +$4 ﹤0.01% 6962

Other funds holding PTIX

DS
DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
UFPG
United Financial Planning Group Hauppauge, New York $197M AUM 23.99% 1-Year Est. Return

Raymond James Financial's PTIX Position: Q1 2026 in Review

Raymond James Financial sold out of Performance Technologies (PTIX) in Q1 2026, closing a stake of 10,001 shares — an estimated $13K sold.

Raymond James Financial first reported a position in PTIX in Q2 2025 and held it in 2 quarters. The position peaked at $13K in Q4 2025. 4 funds tracked by Wall St. Rank hold PTIX as of Q1 2026.

  • Raymond James Financial reported no remaining Performance Technologies position as of Q1 2026 after selling out during the quarter.
  • Raymond James Financial sold 10,001 Performance Technologies shares in Q1 2026, an estimated $13K.
  • Raymond James Financial first reported a position in Performance Technologies in Q2 2025 and held it in 2 quarters.
  • Raymond James Financial's Performance Technologies position peaked at $13K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Performance Technologies as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.