Riverview Trust Company’s PTC PTC Stock Holding History

Riverview Trust Company’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
2025 Q2	–	Sell	-181	Closed	-$28K	–	502
2025 Q1	$28K	Sell	181 -6	-3%	-$1.03K	0.03%	318
2024 Q4	$34.4K	Hold	187	–	–	0.03%	282
2024 Q3	$33.8K	Buy	187 +6	+3%	+$1.05K	0.03%	306
2024 Q2	$32.9K	Hold	181	–	–	0.03%	292
2024 Q1	$34.2K	Buy	+181	New	+$32.6K	0.03%	303
2023 Q4	–	Sell	-181	Closed	-$25.6K	–	502
2023 Q3	$25.6K	Hold	181	–	–	0.02%	330
2023 Q2	$25.8K	Hold	181	–	–	0.02%	301
2023 Q1	$23.2K	Hold	181	–	–	0.02%	315
2022 Q4	$22K	Hold	181	–	–	0.02%	322
2022 Q3	$19K	Hold	181	–	–	0.02%	374
2022 Q2	$19K	Hold	181	–	–	0.02%	411
2022 Q1	$19K	Buy	+181	New	+$20.3K	0.01%	514
2020 Q2	–	Sell	-373	Closed	-$23K	–	272
2020 Q1	$23K	Hold	373	–	–	0.02%	194
2019 Q4	$28K	Hold	373	–	–	0.02%	210
2019 Q3	$25K	Hold	373	–	–	0.02%	213
2019 Q2	$33K	Hold	373	–	–	0.02%	189
2019 Q1	$34K	Hold	373	–	–	0.03%	188
2018 Q4	$31K	Buy	+373	New	+$32.8K	0.02%	185

Other funds holding PTC

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

FCM

Fernbridge Capital Management Los Angeles, California $1.37B AUM 24.55% 1-Year Est. Return

Riverview Trust Company's PTC Position: Q2 2025 in Review

Riverview Trust Company sold out of PTC (PTC) in Q2 2025, closing a stake of 181 shares — an estimated $28K sold.

Riverview Trust Company first reported a position in PTC in Q4 2018 and held it in 18 quarters. The position peaked at $34.4K in Q4 2024. 664 funds tracked by Wall St. Rank hold PTC as of Q2 2025.

Riverview Trust Company reported no remaining PTC position as of Q2 2025 after selling out during the quarter.
Riverview Trust Company sold 181 PTC shares in Q2 2025, an estimated $28K.
Riverview Trust Company first reported a position in PTC in Q4 2018 and held it in 18 quarters.
Riverview Trust Company's PTC position peaked at $34.4K in Q4 2024.
664 funds tracked by Wall St. Rank held PTC as of Q2 2025.

Based on Riverview Trust Company's 13F filing for Q2 2025, filed 21 Jul 2025.