Pathstone Holdings
PLXS icon

Pathstone Holdings’s Plexus PLXS Stock Holding History

Pathstone Holdings’s Portfolio PLXS Stock Details PLXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.23M Buy
10,999
+2,715
+33% +$516K 0.01% 975
2025
Q4 		$1.22M Buy
8,284
+76
+0.9% +$11.1K ﹤0.01% 1298
2025
Q3 		$1.19M Buy
8,208
+377
+5% +$50.9K ﹤0.01% 1321
2025
Q2 		$1.06M Sell
7,831
-4,221
-35% -$541K ﹤0.01% 1360
2025
Q1 		$1.54M Buy
12,052
+3,689
+44% +$519K 0.01% 1131
2024
Q4 		$1.31M Buy
8,363
+1,102
+15% +$168K 0.01% 1211
2024
Q3 		$993K Buy
7,261
+266
+4% +$32.3K ﹤0.01% 1373
2024
Q2 		$722K Buy
6,995
+134
+2% +$13.8K ﹤0.01% 1497
2024
Q1 		$651K Sell
6,861
-116
-2% -$11.2K ﹤0.01% 1546
2023
Q4 		$754K Buy
+6,977
New +$701K ﹤0.01% 1244

Other funds holding PLXS

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
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American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return