Pathstone Holdings
FT

Pathstone Holdings’s Franklin Universal Trust FT Stock Holding History

Pathstone Holdings’s Portfolio FT Stock Details FT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-79,153
Closed -$633K – 2269
2025
Q4 		$633K Buy
79,153
+15,898
+25% +$127K ﹤0.01% 1646
2025
Q3 		$509K Sell
63,255
-2,082
-3% -$16.4K ﹤0.01% 1763
2025
Q2 		$498K Buy
65,337
+13,300
+26% +$98.4K ﹤0.01% 1722
2025
Q1 		$390K Sell
52,037
-2,591
-5% -$19.5K ﹤0.01% 1830
2024
Q4 		$399K Buy
54,628
+22,433
+70% +$169K ﹤0.01% 1827
2024
Q3 		$243K Buy
+32,195
New +$230K ﹤0.01% 2082

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