WPC
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Wedmont Private Capital’s PTC PTC Stock Holding History

Wedmont Private Capital’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 		$494K Sell
2,550
-9
-0.4% -$1.24K 0.01% 599
2026
Q2 		$319K Sell
2,559
-1,870
-42% -$252K 0.01% 714
2026
Q1 		$639K Buy
4,429
+151
+4% +$23.9K 0.02% 416
2025
Q4 		$747K Buy
4,278
+188
+5% +$34.9K 0.03% 362
2025
Q3 		$827K Buy
4,090
+36
+0.9% +$7.34K 0.03% 322
2025
Q2 		$853K Buy
4,054
+107
+3% +$17.2K 0.04% 293
2025
Q1 		$574K Sell
3,947
-79
-2% -$13.6K 0.03% 344
2024
Q4 		$734K Buy
4,026
+64
+2% +$12.1K 0.04% 286
2024
Q3 		$702K Buy
3,962
+2
+0.1% +$351 0.04% 279
2024
Q2 		$724K Buy
3,960
+309
+8% +$55.3K 0.05% 257
2024
Q1 		$683K Buy
3,651
+45
+1% +$8.11K 0.05% 266
2023
Q4 		$612K Buy
3,606
+301
+9% +$46.2K 0.05% 264
2023
Q3 		$463K Buy
3,305
+247
+8% +$35.3K 0.05% 273
2023
Q2 		$442K Buy
3,058
+112
+4% +$14.8K 0.05% 271
2023
Q1 		$372K Buy
2,946
+233
+9% +$29.6K 0.05% 280
2022
Q4 		$333K Buy
2,713
+234
+9% +$28K 0.05% 312
2022
Q3 		$259K Sell
2,479
-692
-22% -$79K 0.05% 290
2022
Q2 		$337K Buy
+3,171
New +$342K 0.07% 211

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
TFP
Tilia Fiduciary Partners Wilmington, North Carolina $217M AUM 27.78% 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
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

Wedmont Private Capital's PTC Position: Q3 2026 in Review

Wedmont Private Capital reduced its PTC (PTC) stake by 0.35% in Q3 2026, selling an estimated $1.24K and leaving 2,550 shares worth $494K. The position accounts for 0.01% of the portfolio, ranked #599.

Wedmont Private Capital first reported a position in PTC in Q2 2022 and has held it in 18 quarters since. The position peaked at $853K in Q2 2025. 20 funds tracked by Wall St. Rank hold PTC as of Q3 2026.

  • Wedmont Private Capital held 2,550 shares of PTC worth $494K as of Q3 2026.
  • Wedmont Private Capital sold 9 PTC shares in Q3 2026, an estimated $1.24K.
  • PTC made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #599 holding.
  • Wedmont Private Capital first reported a position in PTC in Q2 2022 and has held it in 18 quarters since.
  • Wedmont Private Capital's PTC position peaked at $853K in Q2 2025.
  • 20 funds tracked by Wall St. Rank held PTC as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.