Toth Financial Advisory
PL icon

Toth Financial Advisory’s Planet Labs PL Stock Holding History

Toth Financial Advisory’s Portfolio PL Stock Details PL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.64K Sell
100
-45
-31% -$964 ﹤0.01% 825
2026
Q2 		$4.8K Buy
145
+100
+222% +$3.7K ﹤0.01% 664
2026
Q1 		$1.26K Buy
+45
New +$1.15K ﹤0.01% 775

Other funds holding PL

Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Penbrook Management
Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Green Alpha Advisors
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Global X Japan
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
KFO
Kopp Family Office Bloomington, Minnesota $161M AUM 13.16% 1-Year Est. Return

Toth Financial Advisory's PL Position: Q3 2026 in Review

Toth Financial Advisory reduced its Planet Labs (PL) stake by 31% in Q3 2026, selling an estimated $964 and leaving 100 shares worth $1.64K. The position accounts for ﹤0.01% of the portfolio, ranked #825.

Toth Financial Advisory first reported a position in PL in Q1 2026 and has held it in 3 quarters since. The position peaked at $4.8K in Q2 2026. 54 funds tracked by Wall St. Rank hold PL as of Q3 2026.

  • Toth Financial Advisory held 100 shares of Planet Labs worth $1.64K as of Q3 2026.
  • Toth Financial Advisory sold 45 Planet Labs shares in Q3 2026, an estimated $964.
  • Planet Labs made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #825 holding.
  • Toth Financial Advisory first reported a position in Planet Labs in Q1 2026 and has held it in 3 quarters since.
  • Toth Financial Advisory's Planet Labs position peaked at $4.8K in Q2 2026.
  • 54 funds tracked by Wall St. Rank held Planet Labs as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.