TFP
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Tilia Fiduciary Partners’s PTC PTC Stock Holding History

Tilia Fiduciary Partners’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 		$2.06M Buy
14,661
+981
+7% +$135K 0.95% 38
2026
Q2 		$1.55M Buy
13,680
+912
+7% +$123K 0.74% 45
2026
Q1 		$1.82M Buy
12,768
+1,261
+11% +$199K 1% 40
2025
Q4 		$2M Buy
11,507
+672
+6% +$125K 1.11% 40
2025
Q3 		$2.2M Sell
10,835
-189
-2% -$38.5K 1.27% 36
2025
Q2 		$1.9M Buy
11,024
+332
+3% +$53.5K 1.16% 38
2025
Q1 		$1.66M Buy
10,692
+512
+5% +$88K 1.1% 38
2024
Q4 		$1.87M Buy
10,180
+503
+5% +$95.4K 1.28% 36
2024
Q3 		$1.75M Buy
9,677
+639
+7% +$112K 1.21% 37
2024
Q2 		$1.64M Buy
9,038
+581
+7% +$104K 1.28% 36
2024
Q1 		$1.6M Buy
8,457
+465
+6% +$83.8K 1.3% 35
2023
Q4 		$1.4M Buy
7,992
+336
+4% +$51.5K 1.3% 32
2023
Q3 		$1.08M Buy
7,656
+579
+8% +$82.8K 1.13% 40
2023
Q2 		$1.01M Buy
7,077
+840
+13% +$111K 0.9% 42
2023
Q1 		$800K Buy
6,237
+312
+5% +$39.7K 0.76% 46
2022
Q4 		$711K Buy
5,925
+94
+2% +$11.2K 0.68% 51
2022
Q3 		$625K Buy
5,831
+332
+6% +$37.9K 0.63% 50
2022
Q2 		$567K Buy
5,499
+217
+4% +$23.4K 0.54% 58
2022
Q1 		$569K Buy
5,282
+63
+1% +$7.08K 0.48% 61
2021
Q4 		$632K Buy
+5,219
New +$629K 0.51% 62

Other funds holding PTC

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Tilia Fiduciary Partners's PTC Position: Q3 2026 in Review

Tilia Fiduciary Partners increased its PTC (PTC) stake by 7.2% in Q3 2026, buying an estimated $135K and bringing the position to 14,661 shares worth $2.06M. The position accounts for 0.95% of the portfolio, ranked #38.

Tilia Fiduciary Partners first reported a position in PTC in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.2M in Q3 2025. 20 funds tracked by Wall St. Rank hold PTC as of Q3 2026.

  • Tilia Fiduciary Partners held 14,661 shares of PTC worth $2.06M as of Q3 2026.
  • Tilia Fiduciary Partners bought 981 PTC shares in Q3 2026, an estimated $135K.
  • PTC made up 0.95% of Tilia Fiduciary Partners's portfolio in Q3 2026, its #38 holding.
  • Tilia Fiduciary Partners first reported a position in PTC in Q4 2021 and has held it in 20 quarters since.
  • Tilia Fiduciary Partners's PTC position peaked at $2.2M in Q3 2025.
  • 20 funds tracked by Wall St. Rank held PTC as of Q3 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2026, filed 9 Oct 2026.