Pathstone Holdings
VRSK icon

Pathstone Holdings’s Verisk Analytics VRSK Stock Holding History

Pathstone Holdings’s Portfolio VRSK Stock Details VRSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.35M Sell
28,220
-6,502
-19% -$1.32M 0.02% 545
2025
Q4 		$7.77M Buy
34,722
+574
+2% +$130K 0.03% 412
2025
Q3 		$8.59M Sell
34,148
-280
-0.8% -$76.9K 0.03% 391
2025
Q2 		$10.7M Sell
34,428
-3,441
-9% -$1.04M 0.04% 306
2025
Q1 		$11.3M Buy
37,869
+23
+0.1% +$6.63K 0.05% 300
2024
Q4 		$10.4M Sell
37,846
-58
-0.2% -$16.1K 0.05% 297
2024
Q3 		$10.2M Sell
37,904
-126
-0.3% -$34.1K 0.05% 309
2024
Q2 		$10.3M Sell
38,030
-654
-2% -$160K 0.05% 292
2024
Q1 		$9.12M Buy
38,684
+18,480
+91% +$4.44M 0.04% 322
2023
Q4 		$4.83M Buy
+20,204
New +$4.78M 0.03% 446

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VCM
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VPM
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State Street
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Morgan Stanley
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Geode Capital Management
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return