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Pathstone Holdings

Pathstone Holdings Portfolio holdings

AUM $34.3B
1-Year Est. Return 27.35%
This Fund
S&P 500
This Quarter Est. Return
+16.84%
1 Year Est. Return
+27.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$34.3B
AUM Growth
+$9.2B
Cap. Flow
+$5.75B
Cap. Flow %
16.75%
Top 10 Hldgs %
30.68%
Holding
2,429
New
207
Increased
1,120
Reduced
878
Closed
99

Sector Composition

Rank Sector Weight
1 Miscellaneous 56.92%
2 Technology 14.03%
3 Financials 6.88%
4 Consumer Discretionary 4.13%
5 Industrials 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CLGN icon
2326
CollPlant Biotechnologies
CLGN
$5.58M
$19.9K ﹤0.01%
57,000
OPK icon
2327
Opko Health
OPK
$1.13B
$18.6K ﹤0.01%
+12,383
New +$15.8K
STIM icon
2328
Neuronetics
STIM
$227M
$18.5K ﹤0.01%
14,247
-17,984
-56% -$26.2K
COPX icon
2329
CALL
Global X Copper Miners ETF NEW
COPX
$8.76B
$17.3K ﹤0.01%
2,500
SLSN
2330
Solesence Inc
SLSN
$67.4M
$14.7K ﹤0.01%
20,000
NRSN icon
2331
NeuroSense Therapeutics
NRSN
$16.6M
$11.9K ﹤0.01%
16,528
AVGO icon
2332
CALL
Broadcom
AVGO
$1.75T
$9.55K ﹤0.01%
100
GLD icon
2333
CALL
SPDR Gold Trust
GLD
$153B
$6.15K ﹤0.01%
1,000
IBIT icon
2334
CALL
iShares Bitcoin Trust
IBIT
$60.3B
$960 ﹤0.01%
4,000
TTD icon
2335
CALL
Trade Desk
TTD
$6.33B
$600 ﹤0.01%
2,000
ICE icon
2336
CALL
Intercontinental Exchange
ICE
$91.1B
$75 ﹤0.01%
300
-200
-40% -$30K
VALE icon
2337
CALL
Vale
VALE
$64.1B
$44 ﹤0.01%
200
+100
+100% +$1.63K
ABUS icon
2338
Arbutus Biopharma
ABUS
$1.03B
-10,000
Closed -$45K
AHRT
2339
AH Realty Trust
AHRT
$498M
-13,040
Closed -$71.7K
AL
2340
DELISTED
Air Lease Corp
AL
-15,873
Closed -$1.03M
ALIT icon
2341
Alight
ALIT
$378M
-1,243
Closed -$14.5K
ARLO icon
2342
Arlo Technologies
ARLO
$1.42B
-10,173
Closed -$145K
ASR icon
2343
Grupo Aeroportuario del Sureste
ASR
$7.89B
-894
Closed -$301K
AZTA icon
2344
Azenta
AZTA
$1.48B
-12,466
Closed -$263K
BCO icon
2345
Brink's
BCO
$4.55B
-3,303
Closed -$342K
BKLN icon
2346
Invesco Senior Loan ETF
BKLN
$6.78B
-16,035
Closed -$327K
BRBR icon
2347
BellRing Brands
BRBR
$1.21B
-19,846
Closed -$319K
BSY icon
2348
Bentley Systems
BSY
$11.5B
-14,869
Closed -$522K
CERT icon
2349
Certara
CERT
$1.28B
-10,193
Closed -$58.1K
CIFR icon
2350
Cipher Digital
CIFR
$7.08B
-17,096
Closed -$220K

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Pathstone Holdings's Q2 2026 Portfolio in Review

As of Q2 2026, Pathstone Holdings held 2,429 positions worth $34.3B, up 37% from $25.1B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Pathstone Holdings deployed $5.75B of net new capital in Q2 2026, opening 207 new positions and adding to 1,120 existing holdings. Its largest new stake was Vanguard Total Corporate Bond ETF: 979,361 shares worth $75.2M.

By sector, the portfolio is most concentrated in Miscellaneous at 57% of assets, up from 50% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was CrowdStrike, an estimated $73.7M trimmed.

  • Pathstone Holdings's largest Q2 2026 buy was Vanguard Total Corporate Bond ETF: 979,361 shares worth $75.2M.
  • Pathstone Holdings added most to Vanguard Morningstar Growth ETF in Q2 2026, an estimated $1.25B increase.
  • Pathstone Holdings's biggest Q2 2026 reduction was CrowdStrike, cutting an estimated $73.7M.
  • Pathstone Holdings fully exited Western Asset Emerging Markets Debt Fund in Q2 2026, selling an estimated $8.89M.
  • Pathstone Holdings's ten largest holdings make up 31% of its $34.3B portfolio in Q2 2026.
  • Pathstone Holdings opened 207 new positions and closed 99 in Q2 2026.
  • Pathstone Holdings's portfolio value rose 37% quarter-over-quarter to $34.3B.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.