Sovereign Financial Group’s PureCycle Technologies PCT Stock Holding History

Sovereign Financial Group’s Portfolio PCT Stock Details PCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$180K	Buy	34,599 +7,100	+26%	+$59.1K	0.03%	348
2025 Q4	$236K	Buy	27,499 +4,650	+20%	+$49.4K	0.04%	301
2025 Q3	$300K	Sell	22,849 -1,038	-4%	-$14.4K	0.06%	267
2025 Q2	$327K	Hold	23,887	–	–	0.07%	235
2025 Q1	$165K	Buy	23,887 +15	+0.1%	+$135	0.04%	277
2024 Q4	$245K	Sell	23,872 -1,742	-7%	-$20.2K	0.06%	256
2024 Q3	$243K	Buy	25,614 +325	+1%	+$2.17K	0.06%	250
2024 Q2	$150K	Sell	25,289 -2,200	-8%	-$12K	0.04%	276
2024 Q1	$171K	Buy	27,489 +789	+3%	+$3.67K	0.05%	278
2023 Q4	$108K	Buy	26,700 +2,652	+11%	+$11.7K	0.03%	241
2023 Q3	$135K	Buy	24,048 +11,074	+85%	+$104K	0.05%	218
2023 Q2	$139K	Buy	+12,974	New	+$94K	0.05%	226

Other funds holding PCT

Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

AWC

Abundance Wealth Counselors State College, Pennsylvania $697M AUM 23.83% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sovereign Financial Group's PCT Position: Q1 2026 in Review

Sovereign Financial Group increased its PureCycle Technologies (PCT) stake by 26% in Q1 2026, buying an estimated $59.1K and bringing the position to 34,599 shares worth $180K. The position accounts for 0.03% of the portfolio, ranked #348.

Sovereign Financial Group first reported a position in PCT in Q2 2023 and has held it in 12 quarters since. The position peaked at $327K in Q2 2025. 300 funds tracked by Wall St. Rank hold PCT as of Q1 2026.

Sovereign Financial Group held 34,599 shares of PureCycle Technologies worth $180K as of Q1 2026.
Sovereign Financial Group bought 7,100 PureCycle Technologies shares in Q1 2026, an estimated $59.1K.
PureCycle Technologies made up 0.03% of Sovereign Financial Group's portfolio in Q1 2026, its #348 holding.
Sovereign Financial Group first reported a position in PureCycle Technologies in Q2 2023 and has held it in 12 quarters since.
Sovereign Financial Group's PureCycle Technologies position peaked at $327K in Q2 2025.
300 funds tracked by Wall St. Rank held PureCycle Technologies as of Q1 2026.

Based on Sovereign Financial Group's 13F filing for Q1 2026, filed 17 Apr 2026.