Stifel Financial
PTEN icon

Stifel Financial’s Patterson-UTI PTEN Stock Holding History

Stifel Financial’s Portfolio PTEN Stock Details PTEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$516K Buy
56,190
+6,341
+13% +$70.8K ﹤0.01% 2951
2026
Q1 		$540K Sell
49,849
-49,587
-50% -$424K ﹤0.01% 2838
2025
Q4 		$608K Buy
99,436
+6,853
+7% +$40.9K ﹤0.01% 2755
2025
Q3 		$480K Buy
92,583
+21,997
+31% +$126K ﹤0.01% 2840
2025
Q2 		$419K Buy
70,586
+2,591
+4% +$15.6K ﹤0.01% 2867
2025
Q1 		$559K Buy
67,995
+7,007
+11% +$58.8K ﹤0.01% 2619
2024
Q4 		$504K Sell
60,988
-23,319
-28% -$187K ﹤0.01% 2673
2024
Q3 		$645K Buy
84,307
+42,824
+103% +$395K ﹤0.01% 2515
2024
Q2 		$430K Buy
41,483
+407
+1% +$4.46K ﹤0.01% 2720
2024
Q1 		$490K Buy
41,076
+5,872
+17% +$65.2K ﹤0.01% 2620
2023
Q4 		$380K Buy
35,204
+172
+0.5% +$2.09K ﹤0.01% 2712
2023
Q3 		$485K Buy
35,032
+19,469
+125% +$285K ﹤0.01% 2504
2023
Q2 		$186K Sell
15,563
-469
-3% -$5.29K ﹤0.01% 3070
2023
Q1 		$188K Sell
16,032
-70
-0.4% -$1.02K ﹤0.01% 3064
2022
Q4 		$271K Buy
+16,102
New +$266K ﹤0.01% 2823

Other funds holding PTEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $1.92B AUM 45.54% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Stifel Financial's PTEN Position: Q2 2026 in Review

Stifel Financial increased its Patterson-UTI (PTEN) stake by 13% in Q2 2026, buying an estimated $70.8K and bringing the position to 56,190 shares worth $516K. The position accounts for ﹤0.01% of the portfolio, ranked #2951.

Stifel Financial first reported a position in PTEN in Q4 2022 and has held it in 15 quarters since. The position peaked at $645K in Q3 2024. 438 funds tracked by Wall St. Rank hold PTEN as of Q2 2026.

  • Stifel Financial held 56,190 shares of Patterson-UTI worth $516K as of Q2 2026.
  • Stifel Financial bought 6,341 Patterson-UTI shares in Q2 2026, an estimated $70.8K.
  • Patterson-UTI made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2951 holding.
  • Stifel Financial first reported a position in Patterson-UTI in Q4 2022 and has held it in 15 quarters since.
  • Stifel Financial's Patterson-UTI position peaked at $645K in Q3 2024.
  • 438 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.