Stableford Capital II’s PTC PTC Stock Holding History

Stableford Capital II’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 Q3	$1.22M	Buy	+8,671	New	+$1.19M	0.42%	63

Other funds holding PTC

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Tilia Fiduciary Partners Wilmington, North Carolina $217M AUM 27.78% 1-Year Est. Return

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Stableford Capital II's PTC Position: Q3 2026 in Review

Stableford Capital II opened a new position in PTC (PTC) in Q3 2026: 8,671 shares worth $1.22M. The stake represents 0.42% of the portfolio and ranks #63 among its holdings.

20 funds tracked by Wall St. Rank hold PTC as of Q3 2026.

Stableford Capital II held 8,671 shares of PTC worth $1.22M as of Q3 2026.
PTC was a new Stableford Capital II position in Q3 2026.
PTC made up 0.42% of Stableford Capital II's portfolio in Q3 2026, its #63 holding.
20 funds tracked by Wall St. Rank held PTC as of Q3 2026.

Based on Stableford Capital II's 13F filing for Q3 2026, filed 9 Oct 2026.