Sequoia Financial Advisors’s PTC PTC Stock Holding History

Sequoia Financial Advisors’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 Q2	$501K	Sell	4,411 -1,612	-27%	-$218K	﹤0.01%	1343
2026 Q1	$858K	Buy	6,023 +1,459	+32%	+$231K	﹤0.01%	965
2025 Q4	$795K	Buy	4,564 +1,145	+33%	+$213K	﹤0.01%	1006
2025 Q3	$694K	Buy	3,419 +1,168	+52%	+$238K	﹤0.01%	969
2025 Q2	$388K	Buy	2,251 +237	+12%	+$38.2K	﹤0.01%	1128
2025 Q1	$312K	Buy	2,014 +154	+8%	+$26.5K	﹤0.01%	1044
2024 Q4	$342K	Buy	1,860 +399	+27%	+$75.7K	﹤0.01%	965
2024 Q3	$264K	Buy	1,461 +82	+6%	+$14.4K	﹤0.01%	1033
2024 Q2	$251K	Buy	1,379 +259	+23%	+$46.4K	﹤0.01%	972
2024 Q1	$212K	Buy	+1,120	New	+$202K	﹤0.01%	1036

Other funds holding PTC

TEC

Tensor Edge Capital Weston, Massachusetts $1.51B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

SBCM

Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Sequoia Financial Advisors's PTC Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its PTC (PTC) stake by 27% in Q2 2026, selling an estimated $218K and leaving 4,411 shares worth $501K. The position accounts for ﹤0.01% of the portfolio, ranked #1343.

Sequoia Financial Advisors first reported a position in PTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $858K in Q1 2026. 71 funds tracked by Wall St. Rank hold PTC as of Q2 2026.

Sequoia Financial Advisors held 4,411 shares of PTC worth $501K as of Q2 2026.
Sequoia Financial Advisors sold 1,612 PTC shares in Q2 2026, an estimated $218K.
PTC made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1343 holding.
Sequoia Financial Advisors first reported a position in PTC in Q1 2024 and has held it in 10 quarters since.
Sequoia Financial Advisors's PTC position peaked at $858K in Q1 2026.
71 funds tracked by Wall St. Rank held PTC as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.