Sigma Planning Corp
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Sigma Planning Corp’s Pennant Group PNTG Stock Holding History

Sigma Planning Corp’s Portfolio PNTG Stock Details PNTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.57M Buy
+40,330
New +$1.6M 0.04% 424

Other funds holding PNTG

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Provident Investment Management
Provident Investment Management Novi, Michigan $999M AUM 19.45% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Ellsworth Advisors
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Kings Path Partners
Kings Path Partners Sugar Land, Texas $380M AUM 12.42% 1-Year Est. Return
James Investment Research
James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return

Sigma Planning Corp's PNTG Position: Q3 2026 in Review

Sigma Planning Corp opened a new position in Pennant Group (PNTG) in Q3 2026: 40,330 shares worth $1.57M. The stake represents 0.04% of the portfolio and ranks #424 among its holdings.

30 funds tracked by Wall St. Rank hold PNTG as of Q3 2026.

  • Sigma Planning Corp held 40,330 shares of Pennant Group worth $1.57M as of Q3 2026.
  • Pennant Group was a new Sigma Planning Corp position in Q3 2026.
  • Pennant Group made up 0.04% of Sigma Planning Corp's portfolio in Q3 2026, its #424 holding.
  • 30 funds tracked by Wall St. Rank held Pennant Group as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.