Pathstone Holdings
LEA icon

Pathstone Holdings’s Lear LEA Stock Holding History

Pathstone Holdings’s Portfolio LEA Stock Details LEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$610K Buy
5,042
+241
+5% +$30K ﹤0.01% 1658
2025
Q4 		$550K Sell
4,801
-163
-3% -$17.4K ﹤0.01% 1714
2025
Q3 		$499K Buy
4,964
+406
+9% +$42.2K ﹤0.01% 1770
2025
Q2 		$433K Buy
4,558
+473
+12% +$41.6K ﹤0.01% 1782
2025
Q1 		$359K Buy
4,085
+128
+3% +$12.1K ﹤0.01% 1869
2024
Q4 		$374K Sell
3,957
-545
-12% -$54.3K ﹤0.01% 1860
2024
Q3 		$491K Sell
4,502
-569
-11% -$64.7K ﹤0.01% 1736
2024
Q2 		$579K Sell
5,071
-784
-13% -$100K ﹤0.01% 1612
2024
Q1 		$848K Buy
5,855
+2,531
+76% +$346K ﹤0.01% 1379
2023
Q4 		$469K Buy
+3,324
New +$446K ﹤0.01% 1545

Other funds holding LEA

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return