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Transamerica Financial Advisors’s PTC PTC Stock Holding History

Transamerica Financial Advisors’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 		$5.91K Buy
52
+11
+27% +$1.49K ﹤0.01% 1088
2026
Q1 		$5.84K Buy
41
+25
+156% +$3.95K ﹤0.01% 1014
2025
Q4 		$2.79K Buy
16
+9
+129% +$1.67K ﹤0.01% 1071
2025
Q3 		$1.42K Buy
+7
New +$1.43K ﹤0.01% 1111
2024
Q1 		– Sell
-1
Closed -$1K – 672
2023
Q4 		$1K Sell
1
-5
-83% -$767 ﹤0.01% 546
2023
Q3 		$1K Sell
6
-1
-14% -$143 ﹤0.01% 569
2023
Q2 		$1K Sell
7
-1
-13% -$132 ﹤0.01% 541
2023
Q1 		$1K Hold
8
– – ﹤0.01% 524
2022
Q4 		$1K Sell
8
-1
-11% -$120 ﹤0.01% 603
2022
Q3 		$1K Sell
9
-1
-10% -$114 ﹤0.01% 568
2022
Q2 		$1K Buy
+10
New +$1.08K ﹤0.01% 580

Other funds holding PTC

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Transamerica Financial Advisors's PTC Position: Q2 2026 in Review

Transamerica Financial Advisors increased its PTC (PTC) stake by 27% in Q2 2026, buying an estimated $1.49K and bringing the position to 52 shares worth $5.91K. The position accounts for ﹤0.01% of the portfolio, ranked #1088.

Transamerica Financial Advisors first reported a position in PTC in Q2 2022 and has held it in 11 quarters since. 684 funds tracked by Wall St. Rank hold PTC as of Q2 2026.

  • Transamerica Financial Advisors held 52 shares of PTC worth $5.91K as of Q2 2026.
  • Transamerica Financial Advisors bought 11 PTC shares in Q2 2026, an estimated $1.49K.
  • PTC made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1088 holding.
  • Transamerica Financial Advisors first reported a position in PTC in Q2 2022 and has held it in 11 quarters since.
  • 684 funds tracked by Wall St. Rank held PTC as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.