Pathstone Holdings
SEIC icon

Pathstone Holdings’s SEI Investments SEIC Stock Holding History

Pathstone Holdings’s Portfolio SEIC Stock Details SEIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.43M Sell
30,938
-166
-0.5% -$13.7K 0.01% 925
2025
Q4 		$2.55M Sell
31,104
-7,051
-18% -$580K 0.01% 903
2025
Q3 		$3.24M Buy
38,155
+1,543
+4% +$137K 0.01% 757
2025
Q2 		$3.29M Sell
36,612
-12,631
-26% -$1.02M 0.01% 725
2025
Q1 		$3.82M Buy
49,243
+14,195
+41% +$1.14M 0.02% 657
2024
Q4 		$2.89M Buy
35,048
+8,900
+34% +$698K 0.01% 783
2024
Q3 		$1.81M Sell
26,148
-840
-3% -$56.1K 0.01% 1036
2024
Q2 		$1.75M Buy
26,988
+97
+0.4% +$6.52K 0.01% 995
2024
Q1 		$1.93M Buy
26,891
+8,172
+44% +$543K 0.01% 919
2023
Q4 		$1.19M Buy
+18,719
New +$1.09M 0.01% 982

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