TS Financial Group (TSFG)’s UiPath PATH Stock Holding History

TS Financial Group (TSFG)’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
2025 Q4	–	Sell	-67	Closed	-$1K	–	870
2025 Q3	$1K	Hold	67	–	–	﹤0.01%	803
2025 Q2	$1K	Hold	67	–	–	﹤0.01%	778
2025 Q1	$1K	Hold	67	–	–	﹤0.01%	771
2024 Q4	$1K	Hold	67	–	–	﹤0.01%	715
2024 Q3	$1K	Sell	67 -75	-53%	-$918	﹤0.01%	745
2024 Q2	$2K	Hold	142	–	–	﹤0.01%	683
2024 Q1	$3K	Hold	142	–	–	﹤0.01%	628
2023 Q4	$4K	Hold	142	–	–	﹤0.01%	651
2023 Q3	$2K	Sell	142 -20	-12%	-$333	﹤0.01%	842
2023 Q2	$3K	Buy	162 +20	+14%	+$321	﹤0.01%	777
2023 Q1	$2K	Hold	142	–	–	﹤0.01%	829
2022 Q4	$2K	Sell	142 -151	-52%	-$1.87K	﹤0.01%	836
2022 Q3	$4K	Hold	293	–	–	﹤0.01%	680
2022 Q2	$5K	Buy	+293	New	+$5.48K	﹤0.01%	646

Other funds holding PATH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

TFG Asset Management Grand Cayman, Cayman Islands $509M AUM 24.47% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM