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Allegiance Financial Group Advisory Services’s UiPath PATH Stock Holding History

Allegiance Financial Group Advisory Services’s Portfolio PATH Stock Details PATH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-11,006
Closed -$141K – 175
2025
Q2 		$141K Buy
+11,006
New +$132K 0.04% 149
2025
Q1 		– Sell
-12,508
Closed -$159K – 151
2024
Q4 		$159K Buy
+12,508
New +$165K 0.05% 109

Other funds holding PATH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TAM
TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allegiance Financial Group Advisory Services's PATH Position: Q3 2025 in Review

Allegiance Financial Group Advisory Services sold out of UiPath (PATH) in Q3 2025, closing a stake of 11,006 shares — an estimated $141K sold.

Allegiance Financial Group Advisory Services first reported a position in PATH in Q4 2024 and held it in 2 quarters. The position peaked at $159K in Q4 2024. 473 funds tracked by Wall St. Rank hold PATH as of Q3 2025.

  • Allegiance Financial Group Advisory Services reported no remaining UiPath position as of Q3 2025 after selling out during the quarter.
  • Allegiance Financial Group Advisory Services sold 11,006 UiPath shares in Q3 2025, an estimated $141K.
  • Allegiance Financial Group Advisory Services first reported a position in UiPath in Q4 2024 and held it in 2 quarters.
  • Allegiance Financial Group Advisory Services's UiPath position peaked at $159K in Q4 2024.
  • 473 funds tracked by Wall St. Rank held UiPath as of Q3 2025.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q3 2025, filed 30 Oct 2025.