DOSSIER · 13F Holders · Q2 2026
PTIAX
PERFORMANCE TRUST STRATEGIC BOND FUND CLASS I
2 institutions still hold PERFORMANCE TRUST STRATEGIC BOND FUND CLASS I as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
CUSIP 89833W394·2 13F holders·last filed Jun 30, 2026
AI Holders Summary · Q2 2026
2 institutions reported PTIAX in Q2 2026. Wealthspire Advisors, LLC leads at 90.2% of the visible book.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.