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TFC Financial Management’s UiPath PATH Stock Holding History

TFC Financial Management’s Portfolio PATH Stock Details PATH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22 Hold
2
– – ﹤0.01% 1023
2026
Q1 		$23 Sell
2
-36
-95% -$458 ﹤0.01% 986
2025
Q4 		$623 Hold
38
– – ﹤0.01% 666
2025
Q3 		$509 Hold
38
– – ﹤0.01% 715
2025
Q2 		$487 Sell
38
-1
-3% -$12 ﹤0.01% 687
2025
Q1 		$402 Hold
39
– – ﹤0.01% 676
2024
Q4 		$496 Hold
39
– – ﹤0.01% 658
2024
Q3 		$500 Buy
+39
New +$478 ﹤0.01% 663

Other funds holding PATH

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
AA
Ahara Advisors Jersey City, New Jersey $296M AUM
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

TFC Financial Management's PATH Position: Q2 2026 in Review

TFC Financial Management held its UiPath (PATH) position steady in Q2 2026 at 2 shares worth $22. The position accounts for ﹤0.01% of the portfolio, ranked #1023.

TFC Financial Management first reported a position in PATH in Q3 2024 and has held it in 8 quarters since. The position peaked at $623 in Q4 2025. 205 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • TFC Financial Management held 2 shares of UiPath worth $22 as of Q2 2026.
  • TFC Financial Management left its UiPath share count unchanged in Q2 2026.
  • UiPath made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #1023 holding.
  • TFC Financial Management first reported a position in UiPath in Q3 2024 and has held it in 8 quarters since.
  • TFC Financial Management's UiPath position peaked at $623 in Q4 2025.
  • 205 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.