Root Financial Partners
PTC icon

Root Financial Partners’s PTC PTC Stock Holding History

Root Financial Partners’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 		$32.6K Buy
+232
New +$31.8K ﹤0.01% 1301
2026
Q2 		– Sell
-189
Closed -$26.9K – 2480
2026
Q1 		$26.9K Buy
189
+26
+16% +$4.11K ﹤0.01% 1162
2025
Q4 		$28.4K Buy
163
+16
+11% +$2.97K ﹤0.01% 979
2025
Q3 		$29.8K Buy
+147
New +$30K ﹤0.01% 896

Other funds holding PTC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $38B AUM 25.01% 1-Year Est. Return
Fernbridge Capital Management
Fernbridge Capital Management Los Angeles, California $1.66B AUM 9.77% 1-Year Est. Return
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.4B AUM 15.64% 1-Year Est. Return

Root Financial Partners's PTC Position: Q3 2026 in Review

Root Financial Partners opened a new position in PTC (PTC) in Q3 2026: 232 shares worth $32.6K. The stake represents ﹤0.01% of the portfolio and ranks #1301 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PTC as recently as Q1 2026.

Root Financial Partners first reported a position in PTC in Q3 2025 and has held it in 4 quarters since. 557 funds tracked by Wall St. Rank hold PTC as of Q3 2026.

  • Root Financial Partners held 232 shares of PTC worth $32.6K as of Q3 2026.
  • PTC was a new Root Financial Partners position in Q3 2026.
  • PTC made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1301 holding.
  • Root Financial Partners first reported a position in PTC in Q3 2025 and has held it in 4 quarters since.
  • 557 funds tracked by Wall St. Rank held PTC as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.