PSI
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Planning Strategies Inc.’s PTC PTC Stock Holding History

Planning Strategies Inc.’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 		$909 Buy
+8
New +$1.08K ﹤0.01% 758

Other funds holding PTC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TEC
Tensor Edge Capital Weston, Massachusetts $1.51B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CISOA
Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Planning Strategies Inc.'s PTC Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in PTC (PTC) in Q2 2026: 8 shares worth $909. The stake represents ﹤0.01% of the portfolio and ranks #758 among its holdings.

192 funds tracked by Wall St. Rank hold PTC as of Q2 2026.

  • Planning Strategies Inc. held 8 shares of PTC worth $909 as of Q2 2026.
  • PTC was a new Planning Strategies Inc. position in Q2 2026.
  • PTC made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #758 holding.
  • 192 funds tracked by Wall St. Rank held PTC as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.