SWM
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Selective Wealth Management’s PAR Technology PAR Stock Holding History

Selective Wealth Management’s Portfolio PAR Stock Details PAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$268K Sell
15,451
-7
-0% -$121 0.06% 125
2026
Q2 		$253K Buy
15,458
+22
+0.1% +$317 0.07% 114
2026
Q1 		$206K Buy
+15,436
New +$362K 0.06% 116

Other funds holding PAR

WP
Walleye Partners Madison, Wisconsin $89M AUM 5.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
PM
Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Central Pacific Bank - Trust Division
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Selective Wealth Management's PAR Position: Q3 2026 in Review

Selective Wealth Management reduced its PAR Technology (PAR) stake by 0.05% in Q3 2026, selling an estimated $121 and leaving 15,451 shares worth $268K. The position accounts for 0.06% of the portfolio, ranked #125.

Selective Wealth Management first reported a position in PAR in Q1 2026 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold PAR as of Q3 2026.

  • Selective Wealth Management held 15,451 shares of PAR Technology worth $268K as of Q3 2026.
  • Selective Wealth Management sold 7 PAR Technology shares in Q3 2026, an estimated $121.
  • PAR Technology made up 0.06% of Selective Wealth Management's portfolio in Q3 2026, its #125 holding.
  • Selective Wealth Management first reported a position in PAR Technology in Q1 2026 and has held it in 3 quarters since.
  • 13 funds tracked by Wall St. Rank held PAR Technology as of Q3 2026.

Based on Selective Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.