Pathstone Holdings, LLC filed its 13F report for Q2 2025 on August 12, 2025. The portfolio totaled 25.29 B reflecting a +9.64% change from the prior quarter, spanning 2,213 assets. The top 10 holdings comprised 34.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 118 new positions and 156 complete exits.
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Pathstone Holdings submitted their Form 13F-HR for the Q2 2025 period on 08/12/2025. This was the only submission for the quarter.
In the Q2 2025 filing, Pathstone Holdings reported a managed portfolio value of 25.29 B, consisting of 4,644 individual positions.
This page displays the raw filing documents. To see which stocks Pathstone Holdings bought or sold during Q2 2025, please visit Pathstone Holdings's Portfolio Analysis page.