RF
PTRN

Roxbury Financial’s Pattern Group Inc PTRN Stock Holding History

Roxbury Financial’s Portfolio PTRN Stock Details PTRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$75.5K Sell
2,999
-200
-6% -$3.39K 0.06% 169
2026
Q1 		$39.8K Buy
+3,199
New +$39.3K 0.04% 206

Other funds holding PTRN

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Roxbury Financial's PTRN Position: Q2 2026 in Review

Roxbury Financial reduced its Pattern Group Inc (PTRN) stake by 6.3% in Q2 2026, selling an estimated $3.39K and leaving 2,999 shares worth $75.5K. The position accounts for 0.06% of the portfolio, ranked #169.

Roxbury Financial first reported a position in PTRN in Q1 2026 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold PTRN as of Q2 2026.

  • Roxbury Financial held 2,999 shares of Pattern Group Inc worth $75.5K as of Q2 2026.
  • Roxbury Financial sold 200 Pattern Group Inc shares in Q2 2026, an estimated $3.39K.
  • Pattern Group Inc made up 0.06% of Roxbury Financial's portfolio in Q2 2026, its #169 holding.
  • Roxbury Financial first reported a position in Pattern Group Inc in Q1 2026 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held Pattern Group Inc as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.