TFG
PPTA

Team Financial Group’s Perpetua Resources PPTA Stock Holding History

Team Financial Group’s Portfolio PPTA Stock Details PPTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,000
Closed -$28.1K – 199
2026
Q1 		$28.1K Hold
1,000
– – 0.01% 145
2025
Q4 		$24.2K Hold
1,000
– – 0.01% 149
2025
Q3 		$20.2K Hold
1,000
– – 0.01% 153
2025
Q2 		$12.1K Buy
+1,000
New +$13.5K 0.01% 165

Other funds holding PPTA

PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
S
Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return

Team Financial Group's PPTA Position: Q2 2026 in Review

Team Financial Group sold out of Perpetua Resources (PPTA) in Q2 2026, closing a stake of 1,000 shares — an estimated $28.1K sold.

Team Financial Group first reported a position in PPTA in Q2 2025 and held it in 4 quarters. The position peaked at $28.1K in Q1 2026. 20 funds tracked by Wall St. Rank hold PPTA as of Q2 2026.

  • Team Financial Group reported no remaining Perpetua Resources position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 1,000 Perpetua Resources shares in Q2 2026, an estimated $28.1K.
  • Team Financial Group first reported a position in Perpetua Resources in Q2 2025 and held it in 4 quarters.
  • Team Financial Group's Perpetua Resources position peaked at $28.1K in Q1 2026.
  • 20 funds tracked by Wall St. Rank held Perpetua Resources as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.