Pathstone Holdings
JBTM

Pathstone Holdings’s JBT Marel JBTM Stock Holding History

Pathstone Holdings’s Portfolio JBTM Stock Details JBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.41M Buy
30,444
+23
+0.1% +$2.98K 0.01% 709
2026
Q1 		$3.89M Buy
30,421
+88
+0.3% +$13.3K 0.02% 680
2025
Q4 		$4.57M Buy
30,333
+2,114
+7% +$298K 0.02% 601
2025
Q3 		$3.96M Sell
28,219
-2,011
-7% -$275K 0.02% 649
2025
Q2 		$3.64M Sell
30,230
-7,611
-20% -$850K 0.01% 673
2025
Q1 		$4.62M Buy
37,841
+7,346
+24% +$930K 0.02% 588
2024
Q4 		$3.88M Buy
30,495
+6,050
+25% +$698K 0.02% 644
2024
Q3 		$2.41M Buy
24,445
+4,325
+21% +$399K 0.01% 873
2024
Q2 		$1.91M Buy
20,120
+1,005
+5% +$94.8K 0.01% 942
2024
Q1 		$2M Buy
19,115
+12,348
+182% +$1.23M 0.01% 899
2023
Q4 		$673K Buy
+6,767
New +$701K ﹤0.01% 1324

Other funds holding JBTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
LV
Lifeyrissjodur Verzlunarmanna Reykjavik $231M AUM 20.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pathstone Holdings's JBTM Position: Q2 2026 in Review

Pathstone Holdings increased its JBT Marel (JBTM) stake by 0.08% in Q2 2026, buying an estimated $2.98K and bringing the position to 30,444 shares worth $4.41M. The position accounts for 0.01% of the portfolio, ranked #709.

Pathstone Holdings first reported a position in JBTM in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.62M in Q1 2025. 390 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

  • Pathstone Holdings held 30,444 shares of JBT Marel worth $4.41M as of Q2 2026.
  • Pathstone Holdings bought 23 JBT Marel shares in Q2 2026, an estimated $2.98K.
  • JBT Marel made up 0.01% of Pathstone Holdings's portfolio in Q2 2026, its #709 holding.
  • Pathstone Holdings first reported a position in JBT Marel in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's JBT Marel position peaked at $4.62M in Q1 2025.
  • 390 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.