Strive Financial Group’s PTC PTC Stock Holding History

Strive Financial Group’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	$2.95K	Hold	26	–	–	﹤0.01%	602
2026 Q1	$4K	Hold	26	–	–	﹤0.01%	557
2025 Q4	$4.53K	Buy	+26	New	+$4.83K	﹤0.01%	486

Other funds holding PTC

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Strive Financial Group's PTC Position: Q2 2026 in Review

Strive Financial Group held its PTC (PTC) position steady in Q2 2026 at 26 shares worth $2.95K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

Strive Financial Group first reported a position in PTC in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.53K in Q4 2025. 682 funds tracked by Wall St. Rank hold PTC as of Q2 2026.

Strive Financial Group held 26 shares of PTC worth $2.95K as of Q2 2026.
Strive Financial Group left its PTC share count unchanged in Q2 2026.
PTC made up ﹤0.01% of Strive Financial Group's portfolio in Q2 2026, its #602 holding.
Strive Financial Group first reported a position in PTC in Q4 2025 and has held it in 3 quarters since.
Strive Financial Group's PTC position peaked at $4.53K in Q4 2025.
682 funds tracked by Wall St. Rank held PTC as of Q2 2026.

Based on Strive Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.