Pathstone Holdings
X

Pathstone Holdings’s US Steel X Stock Holding History

Pathstone Holdings’s Portfolio X Stock Details X Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-19,281
Closed -$813K – 2348
2025
Q1 		$813K Buy
19,281
+478
+3% +$18.1K ﹤0.01% 1485
2024
Q4 		$639K Buy
18,803
+913
+5% +$33.7K ﹤0.01% 1620
2024
Q3 		$632K Sell
17,890
-167
-0.9% -$6.36K ﹤0.01% 1618
2024
Q2 		$683K Buy
18,057
+635
+4% +$24.2K ﹤0.01% 1532
2024
Q1 		$710K Buy
17,422
+2,136
+14% +$97.7K ﹤0.01% 1505
2023
Q4 		$744K Buy
+15,286
New +$556K ﹤0.01% 1252

Other funds holding X

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IA
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PNC Financial Services Group
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CAWM
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SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return