Pathstone Holdings
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Pathstone Holdings’s The Greenbrier Companies GBX Stock Holding History

Pathstone Holdings’s Portfolio GBX Stock Details GBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.04M Buy
19,757
+175
+0.9% +$9.24K ﹤0.01% 1388
2025
Q4 		$915K Sell
19,582
-8,195
-30% -$367K ﹤0.01% 1461
2025
Q3 		$1.28M Sell
27,777
-1,496
-5% -$71.3K ﹤0.01% 1273
2025
Q2 		$1.35M Sell
29,273
-3,286
-10% -$147K 0.01% 1223
2025
Q1 		$1.67M Buy
32,559
+304
+0.9% +$18.2K 0.01% 1083
2024
Q4 		$1.97M Sell
32,255
-3,352
-9% -$204K 0.01% 980
2024
Q3 		$1.81M Sell
35,607
-905
-2% -$43.2K 0.01% 1034
2024
Q2 		$1.81M Buy
36,512
+1,634
+5% +$84.7K 0.01% 974
2024
Q1 		$1.82M Buy
34,878
+15,396
+79% +$741K 0.01% 952
2023
Q4 		$861K Buy
+19,482
New +$762K ﹤0.01% 1158

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VPM
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $972M AUM 65.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return