Pathstone Holdings

Pathstone Holdings’s Paycor HCM, Inc. Common Stock PYCR Stock Holding History

Pathstone Holdings’s Portfolio PYCR Stock Details PYCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-39,821	Closed	-$894K	–	2360
2025 Q1	$894K	Sell	39,821 -11,483	-22%	-$254K	﹤0.01%	1438
2024 Q4	$953K	Buy	51,304 +8,947	+21%	+$149K	﹤0.01%	1392
2024 Q3	$601K	Buy	42,357 +4,259	+11%	+$56.7K	﹤0.01%	1638
2024 Q2	$484K	Buy	38,098 +11,647	+44%	+$174K	﹤0.01%	1713
2024 Q1	$514K	Buy	26,451 +14,130	+115%	+$283K	﹤0.01%	1666
2023 Q4	$266K	Buy	+12,321	New	+$268K	﹤0.01%	1908

Other funds holding PYCR

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return