ACT β€” ENACT HLDGS INC

Ownership history in PDS Planning, Inc  Β·  3 quarters on record

AI Ownership Summary

PDS Planning, Inc reported ENACT HLDGS INC (ACT) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.14% in 2026 Q1. The latest visible filing shows ACT at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ACT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PDS Planning, Inc's position in ENACT HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ACT was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How PDS Planning, Inc held ACT β€” position size vs. price
% of Fund (quarterly)    ACT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 52,041 +18,566 +55.5% 0.14% $2.1M 2026-04-22 $43.35
2025 Q4 REDUCED 33,475 -6 -0.0% 0.09% $1.3M 2026-01-26 $39.29
2025 Q3 INITIATED 33,481 β€” β€” 0.09% $1.3M 2025-10-21 $35.66

FAQ About PDS Planning, Inc and ACT

These are the practical questions this page is built to answer before you even open the full history table.

How long has PDS Planning, Inc reported owning ACT?

PDS Planning, Inc reported ACT across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported ACT position in PDS Planning, Inc's portfolio?

The largest reported portfolio weight for ACT was 0.14% in 2026 Q1.

What is the latest reported ACT position on this page?

The most recent filing on this page is 2026 Q1, when PDS Planning, Inc reported 52,041 shares, equal to 0.14% of portfolio, with an estimated market value of $2.1M.

What does the chart on this ACT ownership page compare?

The chart compares PDS Planning, Inc's quarterly ACT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to PDS Planning, Inc Holdings