Retirement Wealth Solutions
PTC icon

Retirement Wealth Solutions’s PTC PTC Stock Holding History

Retirement Wealth Solutions’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 		$7.44K Buy
53
+44
+489% +$6.04K ﹤0.01% 307
2026
Q2 		$1.02K Sell
9
-23
-72% -$3.1K ﹤0.01% 642
2026
Q1 		$4.56K Buy
+32
New +$5.06K ﹤0.01% 338

Other funds holding PTC

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $211M AUM 58.81% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Retirement Wealth Solutions's PTC Position: Q3 2026 in Review

Retirement Wealth Solutions increased its PTC (PTC) stake by 489% in Q3 2026, buying an estimated $6.04K and bringing the position to 53 shares worth $7.44K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

Retirement Wealth Solutions first reported a position in PTC in Q1 2026 and has held it in 3 quarters since. 119 funds tracked by Wall St. Rank hold PTC as of Q3 2026.

  • Retirement Wealth Solutions held 53 shares of PTC worth $7.44K as of Q3 2026.
  • Retirement Wealth Solutions bought 44 PTC shares in Q3 2026, an estimated $6.04K.
  • PTC made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #307 holding.
  • Retirement Wealth Solutions first reported a position in PTC in Q1 2026 and has held it in 3 quarters since.
  • 119 funds tracked by Wall St. Rank held PTC as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.