Sunburst Financial Group’s Patterson-UTI PTEN Stock Holding History

Sunburst Financial Group’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	$123K	Hold	13,394	–	–	0.02%	134
2026 Q1	$145K	Hold	13,394	–	–	0.03%	130
2025 Q4	$81.8K	Hold	13,394	–	–	0.02%	127
2025 Q3	$69.4K	Hold	13,394	–	–	0.01%	119
2025 Q2	$79.4K	Hold	13,394	–	–	0.02%	116
2025 Q1	$110K	Hold	13,394	–	–	0.03%	111
2024 Q4	$111K	Hold	13,394	–	–	0.03%	109
2024 Q3	$102K	Hold	13,394	–	–	0.03%	112
2024 Q2	$139K	Hold	13,394	–	–	0.04%	110
2024 Q1	$157K	Hold	13,394	–	–	0.04%	107
2023 Q4	$145K	Hold	13,394	–	–	0.04%	104
2023 Q3	$185K	Buy	+13,394	New	+$196K	0.07%	85

Other funds holding PTEN

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return