Pathstone Holdings
CXT icon

Pathstone Holdings’s Crane NXT CXT Stock Holding History

Pathstone Holdings’s Portfolio CXT Stock Details CXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.21M Buy
29,799
+5,720
+24% +$277K ﹤0.01% 1313
2025
Q4 		$1.13M Sell
24,079
-5,404
-18% -$319K ﹤0.01% 1342
2025
Q3 		$1.98M Buy
29,483
+4,250
+17% +$253K 0.01% 1036
2025
Q2 		$1.36M Buy
25,233
+1,536
+6% +$78.2K 0.01% 1218
2025
Q1 		$1.22M Buy
23,697
+1,168
+5% +$68.5K 0.01% 1274
2024
Q4 		$1.31M Buy
22,529
+1,277
+6% +$73.3K 0.01% 1207
2024
Q3 		$1.19M Buy
21,252
+1,870
+10% +$109K 0.01% 1270
2024
Q2 		$1.19M Sell
19,382
-1,870
-9% -$115K 0.01% 1220
2024
Q1 		$1.32M Buy
21,252
+13,902
+189% +$815K 0.01% 1117
2023
Q4 		$418K Buy
+7,350
New +$390K ﹤0.01% 1623

Other funds holding CXT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return